+245.3%
HD vs HDB
+64.3%
+180.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -1.2% | +6.9% | -8.1% | -2.8% |
| 30D | +20.9% | +15.2% | +5.6% | +16.7% |
| 3M | -0.2% | +11.7% | -11.9% | -3.1% |
| 6M | +14.5% | +7.5% | +7.0% | +11.9% |
| YTD | +4.3% | -28.8% | +33.1% | +12.4% |
| 1Y | -3.5% | -29.1% | +25.6% | +4.0% |
| 3Y | +30.1% | -7.0% | +37.1% | +29.1% |
| 5Y | +8.5% | -22.1% | +30.5% | +10.8% |
| 10Y | +245.3% | +64.9% | +180.4% | +200.4% |
| All | +245.3% | +64.3% | +180.9% | +200.4% |
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