+251.6%
ORCL vs HDB
+61.5%
+190.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.7% | +0.5% | +2.5% |
| 7D | +0.5% | +13.7% | -13.2% | -3.0% |
| 30D | -15.3% | +15.8% | -31.1% | -18.8% |
| 3M | -18.2% | +9.2% | -27.4% | -20.5% |
| 6M | -38.4% | +3.2% | -41.6% | -39.3% |
| YTD | -37.7% | -29.4% | -8.4% | -32.2% |
| 1Y | -49.3% | -27.9% | -21.3% | -45.1% |
| 3Y | +10.6% | -5.9% | +16.5% | +8.6% |
| 5Y | +35.5% | -23.5% | +59.0% | +38.6% |
| 10Y | +251.6% | +61.3% | +190.3% | +184.3% |
| All | +251.6% | +61.5% | +190.1% | +184.3% |
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