+205.9%
MCD vs HDB
+64.3%
+141.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.6% |
| 7D | -1.9% | +6.9% | -8.9% | -3.3% |
| 30D | +16.6% | +15.2% | +1.4% | +13.3% |
| 3M | +0.9% | +11.7% | -10.8% | -1.4% |
| 6M | +1.5% | +7.5% | -6.1% | -0.5% |
| YTD | -8.3% | -28.8% | +20.5% | -2.4% |
| 1Y | -8.1% | -29.1% | +21.0% | -2.2% |
| 3Y | +10.3% | -7.0% | +17.3% | +9.3% |
| 5Y | +23.4% | -22.1% | +45.5% | +25.2% |
| 10Y | +205.9% | +64.9% | +141.0% | +152.8% |
| All | +205.9% | +64.3% | +141.6% | +152.8% |
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