+1,159.1%
NI vs HDB
+4,291.4%
-3,132.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | +0.6% | +6.9% | -6.4% | -0.8% |
| 30D | +11.2% | +15.2% | -4.0% | +7.9% |
| 3M | +9.2% | +11.7% | -2.6% | +6.5% |
| 6M | -1.8% | +7.5% | -9.4% | -3.8% |
| YTD | +12.0% | -28.8% | +40.8% | +19.1% |
| 1Y | +6.4% | -29.1% | +35.5% | +13.3% |
| 3Y | +99.4% | -7.0% | +106.4% | +97.9% |
| 5Y | +113.1% | -22.1% | +135.2% | +116.0% |
| 10Y | +192.3% | +64.9% | +127.4% | +143.4% |
| All | +1,159.1% | +4,291.4% | -3,132.4% | +549.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling