+2,771.1%
NOW vs HDB
+227.2%
+2,543.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.5% | -2.8% |
| 7D | -2.4% | +0.4% | -2.8% | -2.6% |
| 30D | +20.5% | -2.8% | +23.3% | +21.6% |
| 3M | +18.3% | -3.5% | +21.9% | +19.2% |
| 6M | +24.1% | -24.7% | +48.8% | +36.2% |
| YTD | -7.8% | -36.6% | +28.8% | +7.6% |
| 1Y | -21.4% | -34.4% | +13.0% | -9.7% |
| 3Y | +19.5% | -24.4% | +43.9% | +26.7% |
| 5Y | +4.1% | -35.4% | +39.4% | +15.7% |
| 10Y | +826.4% | +39.5% | +786.9% | +644.9% |
| All | +2,771.1% | +227.2% | +2,543.9% | +1,748.9% |
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