+156.1%
HPQ vs HDB
+63.5%
+92.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | +3.2% | +2.7% | +0.4% | +2.2% |
| 30D | -3.6% | +14.1% | -17.8% | -8.0% |
| 3M | -5.3% | +11.8% | -17.1% | -9.0% |
| 6M | +41.1% | +8.2% | +33.0% | +36.3% |
| YTD | +36.9% | -29.3% | +66.2% | +52.0% |
| 1Y | +23.5% | -28.8% | +52.3% | +36.7% |
| 3Y | +19.6% | -7.5% | +27.1% | +17.3% |
| 5Y | +11.4% | -23.1% | +34.5% | +14.7% |
| All | +156.1% | +63.5% | +92.5% | +87.2% |
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