+98.9%
GOOGL vs HDB
-22.5%
+121.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -0.9% | -0.5% |
| 7D | +2.6% | +12.7% | -10.1% | -1.0% |
| 30D | -18.3% | +16.6% | -34.9% | -22.1% |
| 3M | -19.6% | +10.8% | -30.4% | -22.2% |
| 6M | -28.2% | +3.8% | -32.0% | -29.6% |
| YTD | -8.0% | -28.9% | +20.9% | +1.0% |
| 1Y | -0.7% | -28.0% | +27.3% | +8.5% |
| 3Y | +118.8% | -7.2% | +126.0% | +111.9% |
| 5Y | +98.9% | -22.2% | +121.1% | +103.4% |
| All | +98.9% | -22.5% | +121.3% | +103.4% |
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