+1,010.1%
MDB vs HDB
+3.5%
+1,006.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.0% | -0.4% | -2.2% |
| 7D | -18.0% | -2.0% | -16.0% | -17.3% |
| 30D | -10.7% | -4.9% | -5.9% | -9.1% |
| 3M | +1.0% | -2.3% | +3.3% | +0.6% |
| 6M | +31.6% | -23.7% | +55.3% | +45.6% |
| YTD | -15.2% | -38.5% | +23.3% | +3.1% |
| 1Y | +10.1% | -36.5% | +46.6% | +31.5% |
| 3Y | -5.6% | -28.5% | +22.8% | +3.6% |
| 5Y | -24.5% | -37.4% | +12.8% | -13.6% |
| All | +1,010.1% | +3.5% | +1,006.6% | +932.5% |
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