+1,972.6%
NOW vs HDB
+254.9%
+1,717.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.0% |
| 7D | -3.0% | +13.3% | -16.3% | -7.3% |
| 30D | -26.0% | +13.6% | -39.6% | -29.6% |
| 3M | -13.1% | +5.8% | -18.9% | -15.4% |
| 6M | +14.5% | -1.9% | +16.4% | +14.0% |
| YTD | -33.4% | -31.2% | -2.2% | -24.9% |
| 1Y | -40.6% | -29.6% | -11.1% | -33.8% |
| 3Y | -16.3% | -10.1% | -6.2% | -17.3% |
| 5Y | -26.3% | -24.3% | -2.0% | -23.0% |
| 10Y | +512.7% | +59.3% | +453.4% | +367.7% |
| All | +1,972.6% | +254.9% | +1,717.7% | +1,189.1% |
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 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