+6.2%
NOK vs HDB
+3,812.1%
-3,806.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.8% |
| 7D | -1.8% | +0.4% | -2.2% | -1.9% |
| 30D | +4.7% | -2.8% | +7.5% | +5.5% |
| 3M | -39.7% | -3.5% | -36.1% | -39.2% |
| 6M | +23.1% | -24.7% | +47.8% | +33.9% |
| YTD | +55.0% | -36.6% | +91.6% | +78.2% |
| 1Y | +118.0% | -34.4% | +152.4% | +147.6% |
| 3Y | +170.5% | -24.4% | +194.9% | +187.6% |
| 5Y | +84.9% | -35.4% | +120.2% | +105.0% |
| 10Y | +112.0% | +39.5% | +72.4% | +69.7% |
| All | +6.2% | +3,812.1% | -3,806.0% | -62.5% |
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