+404.3%
META vs HDB
+57.5%
+346.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -0.9% | +0.3% |
| 7D | -0.8% | +13.3% | -14.1% | -4.9% |
| 30D | -15.4% | +13.6% | -29.0% | -19.0% |
| 3M | +3.5% | +5.8% | -2.2% | +1.3% |
| 6M | -0.3% | -1.9% | +1.6% | -0.4% |
| YTD | -7.3% | -31.2% | +23.9% | +3.6% |
| 1Y | -1.1% | -29.6% | +28.5% | +9.7% |
| 3Y | +95.1% | -10.1% | +105.2% | +94.4% |
| 5Y | +80.6% | -24.3% | +104.9% | +88.8% |
| All | +404.3% | +57.5% | +346.8% | +313.6% |
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 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