+554.8%
MA vs HDB
+61.5%
+493.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | -0.6% |
| 7D | -0.3% | +13.7% | -14.0% | -5.2% |
| 30D | +11.3% | +15.8% | -4.5% | +5.0% |
| 3M | +16.7% | +9.2% | +7.4% | +12.3% |
| 6M | +32.8% | +3.2% | +29.6% | +29.7% |
| YTD | +15.6% | -29.4% | +45.0% | +30.9% |
| 1Y | +19.6% | -27.9% | +47.5% | +34.1% |
| 3Y | +72.1% | -5.9% | +78.0% | +67.8% |
| 5Y | +96.0% | -23.5% | +119.5% | +104.7% |
| 10Y | +554.8% | +61.3% | +493.4% | +403.8% |
| All | +554.8% | +61.5% | +493.3% | +403.8% |
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