+205.0%
HD vs HDB
+34.0%
+171.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -1.5% |
| 7D | -1.2% | -2.0% | +0.9% | -0.7% |
| 30D | -11.1% | -4.9% | -6.3% | -10.0% |
| 3M | +2.0% | -2.3% | +4.3% | +2.4% |
| 6M | -10.5% | -23.7% | +13.3% | -4.7% |
| YTD | -6.9% | -38.5% | +31.6% | +4.3% |
| 1Y | -23.2% | -36.5% | +13.3% | -14.8% |
| 3Y | +3.1% | -28.5% | +31.5% | +9.5% |
| 5Y | +7.4% | -37.4% | +44.8% | +16.0% |
| 10Y | +205.0% | +34.0% | +171.0% | +182.1% |
| All | +205.0% | +34.0% | +171.0% | +182.1% |
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