+127.6%
NOK vs HDB
+32.9%
+94.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.0% |
| 7D | +8.7% | -6.2% | +14.9% | +10.7% |
| 30D | +12.5% | -6.2% | +18.7% | +14.4% |
| 3M | -20.7% | -5.9% | -14.9% | -19.8% |
| 6M | +36.2% | -25.9% | +62.1% | +47.7% |
| YTD | +64.1% | -40.2% | +104.4% | +90.0% |
| 1Y | +132.4% | -38.0% | +170.4% | +165.8% |
| 3Y | +182.9% | -30.5% | +213.3% | +207.3% |
| 5Y | +102.8% | -38.1% | +140.9% | +124.1% |
| All | +127.6% | +32.9% | +94.7% | +90.6% |
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