+746.7%
GOOGL vs HDB
+32.4%
+714.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.7% |
| 7D | -1.9% | -4.9% | +3.0% | -0.3% |
| 30D | -7.5% | -5.8% | -1.6% | -5.7% |
| 3M | -9.2% | -5.2% | -4.0% | -8.1% |
| 6M | +8.1% | -25.7% | +33.8% | +17.9% |
| YTD | +5.8% | -39.6% | +45.4% | +23.1% |
| 1Y | +38.3% | -36.9% | +75.3% | +58.5% |
| 3Y | +144.8% | -29.7% | +174.5% | +164.5% |
| 5Y | +132.5% | -37.8% | +170.3% | +157.1% |
| 10Y | +746.7% | +33.7% | +713.0% | +649.1% |
| All | +746.7% | +32.4% | +714.2% | +649.1% |
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