+1,005.1%
FLEX vs HDB
+38.3%
+966.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.7% |
| 7D | -0.9% | +0.4% | -1.3% | -1.1% |
| 30D | -10.1% | -2.8% | -7.3% | -9.3% |
| 3M | -31.3% | -3.5% | -27.8% | -31.0% |
| 6M | +71.3% | -24.7% | +96.0% | +90.6% |
| YTD | +81.2% | -36.6% | +117.8% | +116.0% |
| 1Y | +98.5% | -34.4% | +132.9% | +132.5% |
| 3Y | +428.2% | -24.4% | +452.6% | +467.6% |
| 5Y | +657.3% | -35.4% | +692.6% | +754.8% |
| All | +1,005.1% | +38.3% | +966.8% | +841.3% |
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