+10.1%
MDB vs HDB
-36.7%
+46.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.0% | -0.4% | -3.2% |
| 7D | -18.0% | -2.0% | -16.0% | -17.9% |
| 30D | -10.7% | -4.9% | -5.9% | -10.3% |
| 3M | +1.0% | -2.3% | +3.3% | -0.7% |
| 6M | +31.6% | -23.7% | +55.3% | +36.1% |
| YTD | -15.2% | -38.5% | +23.3% | -12.0% |
| 1Y | +10.1% | -36.5% | +46.6% | +13.6% |
| All | +10.1% | -36.7% | +46.8% | +13.6% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling