+388.8%
GH vs HDB
+12.5%
+376.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.9% | -7.9% | -4.1% |
| 7D | -2.5% | +0.7% | -3.2% | -3.0% |
| 30D | -4.7% | +1.0% | -5.7% | -5.4% |
| 3M | +20.2% | -2.0% | +22.2% | +20.4% |
| 6M | +78.8% | -18.1% | +96.9% | +93.6% |
| YTD | +54.1% | -36.1% | +90.2% | +86.5% |
| 1Y | +177.1% | -34.0% | +211.1% | +229.1% |
| 3Y | +371.6% | -26.7% | +398.3% | +416.1% |
| 5Y | +21.9% | -33.9% | +55.8% | +37.1% |
| All | +388.8% | +12.5% | +376.3% | +317.2% |
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