+1,980.5%
NOW vs HDB
+248.7%
+1,731.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.5% | -7.4% | -6.5% |
| 7D | -6.7% | +13.3% | -20.0% | -10.8% |
| 30D | -25.8% | +10.2% | -36.0% | -28.6% |
| 3M | -12.7% | +3.6% | -16.2% | -14.4% |
| 6M | +11.2% | -0.5% | +11.8% | +10.1% |
| YTD | -33.2% | -32.4% | -0.8% | -24.2% |
| 1Y | -41.8% | -31.1% | -10.8% | -34.6% |
| 3Y | -15.7% | -12.6% | -3.0% | -15.8% |
| 5Y | -26.0% | -25.7% | -0.4% | -22.2% |
| 10Y | +515.1% | +56.5% | +458.6% | +372.5% |
| All | +1,980.5% | +248.7% | +1,731.8% | +1,202.3% |
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