+526.5%
P vs HDB
+80.3%
+446.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.3% | +4.4% |
| 7D | -4.7% | +6.9% | -11.7% | -6.9% |
| 30D | -31.4% | +15.2% | -46.7% | -35.0% |
| 3M | -2.6% | +11.7% | -14.4% | -6.9% |
| 6M | +21.9% | +7.5% | +14.4% | +17.6% |
| YTD | +58.9% | -28.8% | +87.7% | +76.6% |
| 1Y | +21.7% | -29.1% | +50.8% | +35.4% |
| 3Y | +193.3% | -7.0% | +200.3% | +185.5% |
| 5Y | +275.1% | -22.1% | +297.2% | +283.5% |
| 10Y | +655.3% | +64.9% | +590.4% | +454.7% |
| All | +526.5% | +80.3% | +446.2% | +298.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling