+11.2%
P vs HDB
-27.9%
+39.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.7% | +3.6% | +6.2% |
| 7D | -9.6% | +13.7% | -23.3% | -10.2% |
| 30D | -33.4% | +15.8% | -49.3% | -34.1% |
| 3M | +14.2% | +9.2% | +5.0% | +14.0% |
| 6M | +31.6% | +3.2% | +28.4% | +31.9% |
| YTD | +53.5% | -29.4% | +82.8% | +58.2% |
| All | +11.2% | -27.9% | +39.2% | +13.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling