+111.7%
INTC vs HDB
-37.8%
+149.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -3.0% | +12.1% | +9.9% |
| 7D | +17.4% | -2.0% | +19.5% | +18.0% |
| 30D | +2.8% | -4.9% | +7.6% | +4.0% |
| 3M | -5.3% | -2.3% | -3.0% | -5.6% |
| 6M | +140.6% | -23.7% | +164.3% | +158.3% |
| YTD | +183.1% | -38.5% | +221.6% | +224.3% |
| 1Y | +326.8% | -36.5% | +363.2% | +382.3% |
| 3Y | +179.4% | -28.5% | +207.9% | +198.0% |
| 5Y | +111.7% | -37.4% | +149.1% | +128.8% |
| All | +111.7% | -37.8% | +149.5% | +128.8% |
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