+284.9%
IR vs HDB
+17.7%
+267.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | -0.5% |
| 7D | +0.6% | -2.0% | +2.7% | +1.4% |
| 30D | -13.6% | -4.9% | -8.7% | -12.1% |
| 3M | +3.7% | -2.3% | +6.0% | +4.1% |
| 6M | -13.1% | -23.7% | +10.7% | -4.5% |
| YTD | -5.1% | -38.5% | +33.4% | +12.6% |
| 1Y | -6.5% | -36.5% | +30.0% | +9.5% |
| 3Y | +8.5% | -28.5% | +37.0% | +18.5% |
| 5Y | +43.3% | -37.4% | +80.7% | +61.8% |
| All | +284.9% | +17.7% | +267.2% | +247.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling