+18.4%
GE vs HDB
-37.2%
+55.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.1% | -2.2% |
| 7D | -1.2% | -4.9% | +3.6% | +0.6% |
| 30D | -11.3% | -5.8% | -5.4% | -9.3% |
| 3M | -1.4% | -5.2% | +3.8% | -0.3% |
| 6M | +1.2% | -25.7% | +26.9% | +8.3% |
| YTD | +5.9% | -39.6% | +45.5% | +14.6% |
| 1Y | +18.4% | -36.9% | +55.3% | +28.5% |
| All | +18.4% | -37.2% | +55.6% | +28.5% |
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