+485.4%
P vs HDB
+60.6%
+424.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +6.5% | +0.4% | +6.1% | +6.4% |
| 30D | +18.8% | -2.8% | +21.6% | +19.9% |
| 3M | +26.7% | -3.5% | +30.3% | +27.7% |
| 6M | +62.2% | -24.7% | +86.9% | +77.4% |
| YTD | +48.5% | -36.6% | +85.1% | +72.7% |
| 1Y | +26.4% | -34.4% | +60.8% | +44.7% |
| 3Y | +159.4% | -24.4% | +183.8% | +173.8% |
| 5Y | +275.8% | -35.4% | +311.1% | +313.6% |
| 10Y | +732.0% | +39.5% | +692.5% | +552.1% |
| All | +485.4% | +60.6% | +424.8% | +289.8% |
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