-33.7%
HDB vs PSLV
+154.2%
-187.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.3% | +6.6% | +6.8% |
| 7D | +0.7% | -3.5% | +4.1% | +0.9% |
| 30D | +1.0% | -2.1% | +3.1% | +1.1% |
| 3M | -2.0% | -1.6% | -0.3% | -2.0% |
| 6M | -18.1% | -25.5% | +7.4% | -16.9% |
| YTD | -36.1% | -11.4% | -24.7% | -36.6% |
| 1Y | -34.0% | +48.6% | -82.6% | -38.0% |
| 3Y | -26.7% | +166.9% | -193.6% | -36.0% |
| All | -33.7% | +154.2% | -187.9% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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