+188.7%
GD vs HDB
+38.3%
+150.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.7% |
| 7D | -5.3% | +0.4% | -5.7% | -5.4% |
| 30D | -6.4% | -2.8% | -3.6% | -5.8% |
| 3M | +5.7% | -3.5% | +9.2% | +6.1% |
| 6M | -0.9% | -24.7% | +23.8% | +5.6% |
| YTD | +8.2% | -36.6% | +44.7% | +20.2% |
| 1Y | +13.4% | -34.4% | +47.8% | +24.8% |
| 3Y | +68.5% | -24.4% | +92.9% | +75.7% |
| 5Y | +97.2% | -35.4% | +132.5% | +111.4% |
| All | +188.7% | +38.3% | +150.3% | +147.8% |
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 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