+112.5%
NET vs HDB
-35.4%
+147.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.5% | -1.7% |
| 7D | -7.0% | +0.4% | -7.4% | -7.3% |
| 30D | -4.8% | -2.8% | -2.0% | -3.6% |
| 3M | +3.8% | -3.5% | +7.4% | +4.5% |
| 6M | +50.0% | -24.7% | +74.8% | +75.1% |
| YTD | +41.5% | -36.6% | +78.0% | +84.3% |
| 1Y | +32.8% | -34.4% | +67.2% | +67.7% |
| 3Y | +335.9% | -24.4% | +360.3% | +365.9% |
| All | +112.5% | -35.4% | +147.9% | +150.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling