+246.0%
ORCL vs HDB
+61.4%
+184.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.7% |
| 7D | -6.5% | +12.7% | -19.2% | -9.5% |
| 30D | -16.6% | +16.6% | -33.2% | -20.1% |
| 3M | -21.6% | +10.8% | -32.4% | -24.1% |
| 6M | -39.4% | +3.8% | -43.2% | -40.3% |
| YTD | -38.7% | -28.9% | -9.8% | -33.4% |
| 1Y | -50.4% | -28.0% | -22.4% | -46.3% |
| 3Y | +8.1% | -7.2% | +15.3% | +6.5% |
| 5Y | +34.5% | -22.2% | +56.8% | +37.0% |
| 10Y | +246.0% | +63.6% | +182.5% | +178.7% |
| All | +246.0% | +61.4% | +184.6% | +178.7% |
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