+157.3%
MMM vs HDB
-7.5%
+164.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.5% |
| 7D | -0.8% | +2.7% | -3.5% | -1.5% |
| 30D | +11.7% | +14.1% | -2.5% | +7.9% |
| 3M | +1.0% | +11.8% | -10.8% | -2.1% |
| 6M | +26.0% | +8.2% | +17.9% | +22.5% |
| YTD | +16.3% | -29.3% | +45.6% | +26.2% |
| 1Y | +9.6% | -28.8% | +38.4% | +18.6% |
| 3Y | +157.3% | -7.5% | +164.8% | +151.6% |
| All | +157.3% | -7.5% | +164.8% | +151.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling