+346.9%
ORCL vs HDB
+38.3%
+308.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.2% |
| 7D | +5.3% | +0.4% | +4.8% | +5.1% |
| 30D | +10.0% | -2.8% | +12.8% | +10.7% |
| 3M | -32.6% | -3.5% | -29.0% | -32.1% |
| 6M | +4.9% | -24.7% | +29.7% | +12.7% |
| YTD | -17.8% | -36.6% | +18.8% | -7.5% |
| 1Y | -28.0% | -34.4% | +6.4% | -20.0% |
| 3Y | +36.0% | -24.4% | +60.4% | +42.3% |
| 5Y | +88.7% | -35.4% | +124.1% | +102.8% |
| All | +346.9% | +38.3% | +308.6% | +277.3% |
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 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