-32.9%
HDB vs TMF
-23.9%
-9.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.5% | +3.1% | +4.8% |
| 7D | +12.9% | +4.0% | +8.9% | +11.7% |
| 30D | +10.0% | +19.5% | -9.4% | +4.5% |
| 3M | +1.8% | -3.5% | +5.4% | +2.4% |
| 6M | -2.1% | -10.6% | +8.5% | +0.6% |
| YTD | -33.4% | -17.1% | -16.3% | -30.2% |
| 1Y | -32.9% | -24.3% | -8.6% | -27.6% |
| All | -32.9% | -23.9% | -9.0% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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