+64.6%
MAR vs HDB
-27.8%
+92.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -1.7% |
| 7D | -1.7% | -2.0% | +0.3% | -1.3% |
| 30D | -6.9% | -4.9% | -2.0% | -6.1% |
| 3M | -15.8% | -2.3% | -13.5% | -15.7% |
| 6M | +1.9% | -23.7% | +25.7% | +6.3% |
| YTD | +6.6% | -38.5% | +45.1% | +14.7% |
| 1Y | +23.7% | -36.5% | +60.1% | +32.3% |
| 3Y | +64.6% | -28.5% | +93.0% | +71.9% |
| All | +64.6% | -27.8% | +92.3% | +71.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling