+227.1%
LOW vs HDB
+32.9%
+194.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.7% |
| 7D | -2.6% | -6.2% | +3.6% | -0.8% |
| 30D | -11.1% | -6.2% | -4.9% | -9.5% |
| 3M | -8.5% | -5.9% | -2.6% | -7.2% |
| 6M | -20.8% | -25.9% | +5.1% | -14.1% |
| YTD | -17.2% | -40.2% | +23.0% | -4.7% |
| 1Y | -24.7% | -38.0% | +13.3% | -14.4% |
| 3Y | -9.7% | -30.5% | +20.7% | -2.5% |
| 5Y | +6.0% | -38.1% | +44.1% | +16.4% |
| All | +227.1% | +32.9% | +194.2% | +177.4% |
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