-28.8%
HDB vs AS
-3.7%
-25.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | +2.7% | -4.9% | +7.6% | +4.3% |
| 30D | +14.1% | +3.9% | +10.3% | +12.8% |
| 3M | +11.8% | -9.6% | +21.4% | +14.4% |
| 6M | +8.2% | -8.7% | +16.8% | +9.6% |
| YTD | -29.3% | -19.8% | -9.5% | -26.9% |
| 1Y | -28.8% | -1.5% | -27.2% | -25.4% |
| All | -28.8% | -3.7% | -25.1% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling