+3,800.0%
FIX vs HDB
+61.5%
+3,738.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.7% | +6.7% | +8.4% |
| 7D | -7.2% | +13.7% | -20.9% | -11.9% |
| 30D | -35.1% | +15.8% | -51.0% | -39.0% |
| 3M | -34.3% | +9.2% | -43.5% | -36.9% |
| 6M | -42.9% | +3.2% | -46.1% | -44.4% |
| YTD | +19.5% | -29.4% | +48.8% | +34.2% |
| 1Y | +16.8% | -27.9% | +44.7% | +30.0% |
| 3Y | +506.7% | -5.9% | +512.6% | +491.9% |
| 5Y | +1,046.7% | -23.5% | +1,070.2% | +1,091.4% |
| 10Y | +3,800.0% | +61.3% | +3,738.6% | +2,880.8% |
| All | +3,800.0% | +61.5% | +3,738.5% | +2,880.8% |
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