+81.9%
GSK vs HDB
+32.4%
+49.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.5% |
| 7D | -3.6% | -4.9% | +1.3% | -2.6% |
| 30D | -5.9% | -5.8% | -0.1% | -4.8% |
| 3M | -4.3% | -5.2% | +0.9% | -3.4% |
| 6M | -10.8% | -25.7% | +14.9% | -5.7% |
| YTD | +1.8% | -39.6% | +41.4% | +12.0% |
| 1Y | +23.5% | -36.9% | +60.4% | +34.6% |
| 3Y | +49.5% | -29.7% | +79.3% | +57.9% |
| 5Y | +49.7% | -37.8% | +87.4% | +59.6% |
| 10Y | +81.9% | +33.7% | +48.2% | +61.4% |
| All | +81.9% | +32.4% | +49.5% | +61.4% |
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 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