+428.8%
MAR vs HDB
+34.4%
+394.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.5% |
| 7D | -0.5% | -4.9% | +4.4% | +1.4% |
| 30D | -4.7% | -5.8% | +1.2% | -2.6% |
| 3M | -15.6% | -5.2% | -10.4% | -14.5% |
| 6M | +1.2% | -25.7% | +26.9% | +12.1% |
| YTD | +7.5% | -39.6% | +47.1% | +28.5% |
| 1Y | +26.6% | -36.9% | +63.5% | +48.6% |
| 3Y | +66.0% | -29.7% | +95.7% | +81.7% |
| 5Y | +154.1% | -37.8% | +191.9% | +186.5% |
| All | +428.8% | +34.4% | +394.4% | +350.2% |
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