+626.9%
FLEX vs HDB
+61.4%
+565.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.3% | -2.9% |
| 7D | -13.6% | +12.7% | -26.3% | -18.0% |
| 30D | -36.5% | +16.6% | -53.1% | -40.7% |
| 3M | -36.4% | +10.8% | -47.2% | -39.5% |
| 6M | -46.5% | +3.8% | -50.3% | -48.1% |
| YTD | +25.9% | -28.9% | +54.8% | +42.5% |
| 1Y | +19.6% | -28.0% | +47.5% | +34.4% |
| 3Y | +287.0% | -7.2% | +294.2% | +279.7% |
| 5Y | +466.6% | -22.2% | +488.9% | +489.5% |
| 10Y | +626.9% | +63.6% | +563.4% | +468.2% |
| All | +626.9% | +61.4% | +565.6% | +468.2% |
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