+651.7%
FLEX vs HDB
+64.3%
+587.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.7% |
| 7D | +2.2% | +6.9% | -4.7% | -0.5% |
| 30D | -32.6% | +15.2% | -47.9% | -36.7% |
| 3M | -35.5% | +11.7% | -47.2% | -38.8% |
| 6M | -45.6% | +7.5% | -53.1% | -48.0% |
| YTD | +30.7% | -28.8% | +59.5% | +47.8% |
| 1Y | +28.4% | -29.1% | +57.5% | +45.3% |
| 3Y | +301.7% | -7.0% | +308.7% | +293.9% |
| 5Y | +473.3% | -22.1% | +495.3% | +495.8% |
| 10Y | +651.7% | +64.9% | +586.8% | +486.5% |
| All | +651.7% | +64.3% | +587.4% | +486.5% |
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