+707.9%
P vs HDB
+61.5%
+646.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.7% | +3.6% | +5.4% |
| 7D | -9.6% | +13.7% | -23.3% | -13.6% |
| 30D | -33.4% | +15.8% | -49.3% | -37.0% |
| 3M | +14.2% | +9.2% | +5.0% | +10.1% |
| 6M | +31.6% | +3.2% | +28.4% | +28.7% |
| YTD | +53.5% | -29.4% | +82.8% | +70.9% |
| 1Y | +14.2% | -27.9% | +42.1% | +26.1% |
| 3Y | +190.5% | -5.9% | +196.4% | +181.1% |
| 5Y | +256.3% | -23.5% | +279.8% | +266.7% |
| 10Y | +707.9% | +61.3% | +646.5% | +515.2% |
| All | +707.9% | +61.5% | +646.3% | +515.2% |
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