+1,807.3%
MAR vs HDB
+3,812.1%
-2,004.8%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.3% |
| 7D | -4.2% | +0.4% | -4.6% | -4.3% |
| 30D | -6.7% | -2.8% | -3.9% | -5.8% |
| 3M | -12.5% | -3.5% | -8.9% | -11.9% |
| 6M | +0.6% | -24.7% | +25.3% | +10.4% |
| YTD | +9.1% | -36.6% | +45.7% | +27.2% |
| 1Y | +26.2% | -34.4% | +60.6% | +45.1% |
| 3Y | +68.2% | -24.4% | +92.5% | +79.1% |
| 5Y | +163.9% | -35.4% | +199.3% | +193.4% |
| 10Y | +420.6% | +39.5% | +381.0% | +317.2% |
| All | +1,807.3% | +3,812.1% | -2,004.8% | +477.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling