+966.8%
MOD vs HDB
+61.5%
+905.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.7% | +7.2% | +8.7% |
| 7D | -13.9% | +13.7% | -27.6% | -19.4% |
| 30D | -41.5% | +15.8% | -57.4% | -45.9% |
| 3M | -45.7% | +9.2% | -55.0% | -48.4% |
| 6M | -61.1% | +3.2% | -64.3% | -62.3% |
| YTD | -20.5% | -29.4% | +8.9% | -8.0% |
| 1Y | -32.1% | -27.9% | -4.2% | -22.2% |
| 3Y | +146.5% | -5.9% | +152.3% | +141.7% |
| 5Y | +812.7% | -23.5% | +836.2% | +871.3% |
| 10Y | +966.8% | +61.3% | +905.5% | +818.3% |
| All | +966.8% | +61.5% | +905.3% | +818.3% |
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