+517.0%
MA vs HDB
+38.3%
+478.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.9% |
| 7D | -2.7% | +0.4% | -3.1% | -2.9% |
| 30D | +1.5% | -2.8% | +4.3% | +2.6% |
| 3M | +20.4% | -3.5% | +24.0% | +21.3% |
| 6M | +11.1% | -24.7% | +35.9% | +23.0% |
| YTD | +2.0% | -36.6% | +38.5% | +20.7% |
| 1Y | -2.2% | -34.4% | +32.2% | +14.1% |
| 3Y | +41.9% | -24.4% | +66.3% | +51.8% |
| 5Y | +75.4% | -35.4% | +110.7% | +96.7% |
| All | +517.0% | +38.3% | +478.7% | +410.8% |
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