+66.7%
HDB vs URA
+266.3%
-199.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.8% |
| 7D | +2.7% | -1.5% | +4.3% | +3.0% |
| 30D | +14.1% | -10.4% | +24.6% | +16.3% |
| 3M | +11.8% | -29.6% | +41.5% | +19.1% |
| 6M | +8.2% | -40.3% | +48.4% | +18.5% |
| YTD | -29.3% | -25.5% | -3.8% | -27.1% |
| 1Y | -28.8% | -26.4% | -2.4% | -26.5% |
| 3Y | -7.5% | +31.4% | -38.9% | -20.6% |
| 5Y | -23.1% | +28.6% | -51.6% | -35.9% |
| All | +66.7% | +266.3% | -199.6% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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