+293.0%
LOW vs HDB
+63.5%
+229.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.3% | 0.0% |
| 7D | +1.4% | +2.7% | -1.3% | +0.6% |
| 30D | +21.7% | +14.1% | +7.6% | +17.1% |
| 3M | +5.0% | +11.8% | -6.8% | +1.5% |
| 6M | +4.6% | +8.2% | -3.6% | +1.7% |
| YTD | -3.5% | -29.3% | +25.8% | +5.6% |
| 1Y | +0.5% | -28.8% | +29.3% | +9.7% |
| 3Y | +24.8% | -7.5% | +32.3% | +23.6% |
| 5Y | +6.5% | -23.1% | +29.5% | +9.4% |
| All | +293.0% | +63.5% | +229.4% | +210.8% |
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 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