+469.3%
NDAQ vs HDB
+61.5%
+407.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +0.5% |
| 7D | -0.1% | +13.7% | -13.8% | -3.9% |
| 30D | +15.9% | +15.8% | 0.0% | +10.8% |
| 3M | +15.1% | +9.2% | +5.9% | +11.7% |
| 6M | +22.9% | +3.2% | +19.7% | +20.8% |
| YTD | +12.8% | -29.4% | +42.2% | +24.0% |
| 1Y | +26.0% | -27.9% | +53.9% | +37.5% |
| 3Y | +119.7% | -5.9% | +125.6% | +116.0% |
| 5Y | +65.4% | -23.5% | +88.9% | +71.2% |
| 10Y | +469.3% | +61.3% | +407.9% | +351.4% |
| All | +469.3% | +61.5% | +407.8% | +351.4% |
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