+634.6%
P vs HDB
+63.5%
+571.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.1% |
| 7D | +11.6% | +2.7% | +8.9% | +10.6% |
| 30D | -23.7% | +14.1% | -37.8% | -27.5% |
| 3M | -8.0% | +11.8% | -19.8% | -12.0% |
| 6M | +27.9% | +8.2% | +19.7% | +23.1% |
| YTD | +61.2% | -29.3% | +90.5% | +79.5% |
| 1Y | +28.6% | -28.8% | +57.4% | +42.8% |
| 3Y | +200.5% | -7.5% | +207.9% | +192.7% |
| 5Y | +282.9% | -23.1% | +306.0% | +293.1% |
| All | +634.6% | +63.5% | +571.1% | +443.6% |
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