+270.0%
INTC vs HDB
+32.4%
+237.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +2.3% |
| 7D | +18.0% | -4.9% | +22.8% | +19.7% |
| 30D | +8.9% | -5.8% | +14.8% | +10.8% |
| 3M | -1.6% | -5.2% | +3.6% | -0.7% |
| 6M | +133.1% | -25.7% | +158.8% | +154.1% |
| YTD | +187.9% | -39.6% | +227.5% | +235.4% |
| 1Y | +334.7% | -36.9% | +371.6% | +397.7% |
| 3Y | +184.2% | -29.7% | +213.9% | +207.9% |
| 5Y | +116.0% | -37.8% | +153.8% | +139.8% |
| 10Y | +270.0% | +33.7% | +236.2% | +227.7% |
| All | +270.0% | +32.4% | +237.5% | +227.7% |
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