+19.6%
FLEX vs HDB
-27.5%
+47.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.3% | -2.8% |
| 7D | -13.6% | +12.7% | -26.3% | -16.5% |
| 30D | -36.5% | +16.6% | -53.1% | -39.4% |
| 3M | -36.4% | +10.8% | -47.2% | -38.4% |
| 6M | -46.5% | +3.8% | -50.3% | -47.6% |
| YTD | +25.9% | -28.9% | +54.8% | +32.1% |
| 1Y | +19.6% | -28.0% | +47.5% | +24.8% |
| All | +19.6% | -27.5% | +47.0% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling