+157.4%
GE vs HDB
+61.4%
+96.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.4% |
| 7D | +5.4% | +12.7% | -7.3% | +0.5% |
| 30D | +9.6% | +16.6% | -7.0% | +3.1% |
| 3M | -7.7% | +10.8% | -18.5% | -11.6% |
| 6M | +14.0% | +3.8% | +10.2% | +11.5% |
| YTD | +10.2% | -28.9% | +39.1% | +24.5% |
| 1Y | +8.9% | -28.0% | +36.9% | +22.4% |
| 3Y | +273.7% | -7.2% | +280.8% | +268.4% |
| 5Y | +410.2% | -22.2% | +432.5% | +429.1% |
| 10Y | +157.4% | +63.6% | +93.9% | +107.6% |
| All | +157.4% | +61.4% | +96.0% | +107.6% |
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