+6.2%
HD vs GRAB
-71.6%
+77.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.5% | +5.4% | -0.5% |
| 7D | -1.8% | -13.9% | +12.1% | -0.7% |
| 30D | -10.8% | -17.2% | +6.3% | -9.5% |
| 3M | -2.7% | -7.9% | +5.2% | -2.1% |
| 6M | -10.3% | -23.2% | +12.9% | -8.6% |
| YTD | -7.8% | -39.1% | +31.3% | -4.6% |
| 1Y | -23.1% | -42.5% | +19.4% | -20.3% |
| 3Y | +2.0% | -18.3% | +20.3% | +1.6% |
| 5Y | +6.2% | -71.7% | +77.9% | +1.7% |
| All | +6.2% | -71.6% | +77.8% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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