+504.6%
NOW vs HDB
+61.5%
+443.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | -0.2% |
| 7D | -3.1% | +13.7% | -16.8% | -7.6% |
| 30D | -27.0% | +15.8% | -42.9% | -31.1% |
| 3M | -17.7% | +9.2% | -26.9% | -20.9% |
| 6M | +12.7% | +3.2% | +9.5% | +10.1% |
| YTD | -32.9% | -29.4% | -3.6% | -24.7% |
| 1Y | -40.4% | -27.9% | -12.5% | -33.7% |
| 3Y | -17.1% | -5.9% | -11.2% | -19.9% |
| 5Y | -25.7% | -23.5% | -2.2% | -22.8% |
| 10Y | +504.6% | +61.3% | +443.3% | +345.1% |
| All | +504.6% | +61.5% | +443.1% | +345.1% |
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