+569.6%
MA vs HDB
+64.3%
+505.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | -1.8% | +6.9% | -8.7% | -4.3% |
| 30D | +11.0% | +15.2% | -4.2% | +5.0% |
| 3M | +17.9% | +11.7% | +6.1% | +12.5% |
| 6M | +33.2% | +7.5% | +25.6% | +28.0% |
| YTD | +16.5% | -28.8% | +45.3% | +31.4% |
| 1Y | +19.1% | -29.1% | +48.2% | +34.5% |
| 3Y | +70.6% | -7.0% | +77.6% | +67.3% |
| 5Y | +92.1% | -22.1% | +114.2% | +99.0% |
| 10Y | +569.6% | +64.9% | +504.7% | +414.8% |
| All | +569.6% | +64.3% | +505.2% | +414.8% |
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