+553.1%
MA vs HDB
+57.5%
+495.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -1.2% |
| 7D | +2.3% | +13.3% | -11.0% | -2.6% |
| 30D | +14.7% | +13.6% | +1.1% | +9.1% |
| 3M | +13.5% | +5.8% | +7.7% | +10.6% |
| 6M | +33.1% | -1.9% | +35.0% | +32.7% |
| YTD | +15.1% | -31.2% | +46.3% | +31.6% |
| 1Y | +18.7% | -29.6% | +48.3% | +34.4% |
| 3Y | +72.1% | -10.1% | +82.2% | +71.0% |
| 5Y | +92.8% | -24.3% | +117.1% | +102.0% |
| All | +553.1% | +57.5% | +495.6% | +407.8% |
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