+26.6%
MAR vs HDB
-37.2%
+63.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.3% |
| 7D | -0.5% | -4.9% | +4.4% | +0.7% |
| 30D | -4.7% | -5.8% | +1.2% | -3.3% |
| 3M | -15.6% | -5.2% | -10.4% | -15.3% |
| 6M | +1.2% | -25.7% | +26.9% | +7.9% |
| YTD | +7.5% | -39.6% | +47.1% | +18.6% |
| 1Y | +26.6% | -36.9% | +63.5% | +39.1% |
| All | +26.6% | -37.2% | +63.8% | +39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling