+3,653.2%
FIX vs HDB
+57.5%
+3,595.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.8% | +3.7% | +4.8% |
| 7D | -17.5% | +13.3% | -30.8% | -21.6% |
| 30D | -41.6% | +13.6% | -55.1% | -44.7% |
| 3M | -40.6% | +5.8% | -46.4% | -42.3% |
| 6M | -49.4% | -1.9% | -47.5% | -49.8% |
| YTD | +9.2% | -31.2% | +40.4% | +23.8% |
| 1Y | +6.5% | -29.6% | +36.0% | +19.5% |
| 3Y | +448.7% | -10.1% | +458.8% | +444.6% |
| 5Y | +948.7% | -24.3% | +973.1% | +992.3% |
| All | +3,653.2% | +57.5% | +3,595.7% | +2,788.9% |
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