+649.0%
P vs HDB
+62.8%
+586.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.6% | +3.8% |
| 7D | +17.8% | +4.1% | +13.7% | +16.3% |
| 30D | -29.9% | +13.0% | -42.8% | -33.1% |
| 3M | -1.2% | +11.3% | -12.4% | -5.3% |
| 6M | +32.1% | +6.9% | +25.2% | +27.7% |
| YTD | +64.3% | -29.6% | +93.9% | +83.3% |
| 1Y | +24.3% | -29.5% | +53.8% | +38.5% |
| 3Y | +203.2% | -8.1% | +211.3% | +196.1% |
| 5Y | +290.4% | -23.4% | +313.8% | +301.4% |
| All | +649.0% | +62.8% | +586.2% | +455.1% |
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