+489.4%
NDAQ vs HDB
+62.8%
+426.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | +1.7% | +4.1% | -2.4% | +0.5% |
| 30D | +16.2% | +13.0% | +3.3% | +12.0% |
| 3M | +14.0% | +11.3% | +2.7% | +10.0% |
| 6M | +22.3% | +6.9% | +15.3% | +18.9% |
| YTD | +13.0% | -29.6% | +42.6% | +24.3% |
| 1Y | +24.0% | -29.5% | +53.5% | +36.3% |
| 3Y | +117.1% | -8.1% | +125.2% | +115.1% |
| 5Y | +67.5% | -23.4% | +90.9% | +73.4% |
| All | +489.4% | +62.8% | +426.7% | +365.4% |
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