+247.2%
HD vs HDB
+61.4%
+185.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.3% | -0.9% |
| 7D | +5.2% | +12.7% | -7.5% | +2.1% |
| 30D | +20.7% | +16.6% | +4.1% | +16.2% |
| 3M | +0.8% | +10.8% | -10.0% | -1.9% |
| 6M | +12.2% | +3.8% | +8.4% | +10.6% |
| YTD | +4.2% | -28.9% | +33.1% | +12.3% |
| 1Y | -2.6% | -28.0% | +25.4% | +4.6% |
| 3Y | +30.0% | -7.2% | +37.2% | +29.1% |
| 5Y | +8.1% | -22.2% | +30.3% | +10.4% |
| 10Y | +247.2% | +63.6% | +183.6% | +202.4% |
| All | +247.2% | +61.4% | +185.8% | +202.4% |
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