+27.4%
FISV vs HDB
+63.5%
-36.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.6% |
| 7D | +1.4% | +2.7% | -1.3% | +0.5% |
| 30D | +38.4% | +14.1% | +24.3% | +32.6% |
| 3M | +14.9% | +11.8% | +3.1% | +10.6% |
| 6M | +21.8% | +8.2% | +13.6% | +17.8% |
| YTD | -5.0% | -29.3% | +24.3% | +5.3% |
| 1Y | -1.2% | -28.8% | +27.6% | +9.2% |
| 3Y | -47.5% | -7.5% | -40.1% | -48.3% |
| 5Y | -36.7% | -23.1% | -13.7% | -34.7% |
| All | +27.4% | +63.5% | -36.1% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HDB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling