+138.0%
GOOGL vs HDB
-37.6%
+175.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.0% | +3.0% | +0.9% |
| 7D | +1.1% | -2.0% | +3.1% | +1.7% |
| 30D | -4.4% | -4.9% | +0.4% | -3.0% |
| 3M | -6.8% | -2.3% | -4.5% | -6.7% |
| 6M | +13.6% | -23.7% | +37.3% | +22.3% |
| YTD | +8.3% | -38.5% | +46.8% | +24.3% |
| 1Y | +44.9% | -36.5% | +81.4% | +64.4% |
| 3Y | +150.5% | -28.5% | +178.9% | +167.8% |
| All | +138.0% | -37.6% | +175.6% | +153.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling