+8.5%
LVS vs HDB
-38.6%
+47.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.3% |
| 7D | -4.3% | -6.2% | +1.9% | -2.3% |
| 30D | -6.8% | -6.2% | -0.6% | -4.8% |
| 3M | -15.6% | -5.9% | -9.8% | -14.5% |
| 6M | -20.6% | -25.9% | +5.3% | -13.1% |
| YTD | -33.4% | -40.2% | +6.8% | -21.6% |
| 1Y | -20.1% | -38.0% | +17.8% | -7.6% |
| 3Y | -7.4% | -30.5% | +23.1% | +0.6% |
| 5Y | +8.5% | -38.1% | +46.6% | +19.9% |
| All | +8.5% | -38.6% | +47.1% | +19.9% |
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 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