+190.4%
LMT vs HDB
+63.5%
+126.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.4% |
| 7D | +5.1% | +2.7% | +2.4% | +4.7% |
| 30D | +14.1% | +14.1% | 0.0% | +11.7% |
| 3M | +0.3% | +11.8% | -11.5% | -1.7% |
| 6M | +16.1% | +8.2% | +7.9% | +14.0% |
| YTD | +25.5% | -29.3% | +54.8% | +32.1% |
| 1Y | +34.1% | -28.8% | +62.9% | +41.1% |
| 3Y | +45.1% | -7.5% | +52.5% | +43.2% |
| 5Y | +100.9% | -23.1% | +124.0% | +102.7% |
| All | +190.4% | +63.5% | +126.9% | +144.2% |
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