+26.0%
FLEX vs HDB
-29.0%
+55.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.2% |
| 7D | +7.5% | +2.7% | +4.7% | +6.7% |
| 30D | -25.3% | +14.1% | -39.4% | -28.3% |
| 3M | -39.7% | +11.8% | -51.5% | -41.8% |
| 6M | -47.9% | +8.2% | -56.0% | -50.5% |
| YTD | +24.1% | -29.3% | +53.4% | +32.7% |
| 1Y | +26.0% | -28.8% | +54.7% | +34.0% |
| All | +26.0% | -29.0% | +55.0% | +34.0% |
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