+128.1%
HSY vs HDB
+32.4%
+95.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.4% |
| 7D | -3.0% | -4.9% | +1.9% | -2.2% |
| 30D | -5.0% | -5.8% | +0.8% | -4.2% |
| 3M | -1.3% | -5.2% | +3.9% | -0.8% |
| 6M | -21.5% | -25.7% | +4.2% | -18.2% |
| YTD | -3.3% | -39.6% | +36.3% | +4.0% |
| 1Y | -5.5% | -36.9% | +31.4% | +0.9% |
| 3Y | -9.9% | -29.7% | +19.8% | -6.4% |
| 5Y | +11.3% | -37.8% | +49.1% | +16.8% |
| 10Y | +128.1% | +33.7% | +94.3% | +100.9% |
| All | +128.1% | +32.4% | +95.6% | +100.9% |
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