-21.5%
NOW vs HDB
-5.9%
-15.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.7% | -3.1% |
| 7D | -8.7% | +12.7% | -21.5% | -10.0% |
| 30D | -29.3% | +16.6% | -45.9% | -30.6% |
| 3M | -21.8% | +10.8% | -32.6% | -22.8% |
| 6M | +9.2% | +3.8% | +5.4% | +8.6% |
| YTD | -35.0% | -28.9% | -6.1% | -32.2% |
| 1Y | -42.5% | -28.0% | -14.5% | -40.2% |
| 3Y | -21.5% | -7.2% | -14.4% | -23.2% |
| All | -21.5% | -5.9% | -15.6% | -23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling