+23.5%
INTC vs HDB
-22.5%
+46.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.7% | -2.3% |
| 7D | -4.0% | +12.7% | -16.7% | -7.0% |
| 30D | -44.5% | +16.6% | -61.1% | -46.9% |
| 3M | -40.4% | +10.8% | -51.2% | -42.3% |
| 6M | -53.5% | +3.8% | -57.3% | -54.3% |
| YTD | +57.5% | -28.9% | +86.4% | +73.1% |
| 1Y | +51.2% | -28.0% | +79.2% | +65.2% |
| 3Y | +51.6% | -7.2% | +58.7% | +47.9% |
| 5Y | +23.5% | -22.2% | +45.7% | +24.9% |
| All | +23.5% | -22.5% | +46.0% | +24.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling