+9.4%
LVS vs HDB
-22.2%
+31.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -1.3% | +6.9% | -8.2% | -3.4% |
| 30D | +12.2% | +15.2% | -3.0% | +7.2% |
| 3M | -11.3% | +11.7% | -23.0% | -14.5% |
| 6M | -21.6% | +7.5% | -29.1% | -24.2% |
| YTD | -36.6% | -28.8% | -7.8% | -29.8% |
| 1Y | -38.4% | -29.1% | -9.3% | -31.8% |
| 3Y | -10.2% | -7.0% | -3.1% | -13.1% |
| 5Y | +9.4% | -22.1% | +31.5% | +7.0% |
| All | +9.4% | -22.2% | +31.6% | +7.0% |
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