+212.2%
PAAS vs HDB
+64.3%
+147.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.5% | -1.4% |
| 7D | -5.2% | +6.9% | -12.1% | -6.6% |
| 30D | -13.9% | +15.2% | -29.2% | -16.7% |
| 3M | -23.8% | +11.7% | -35.5% | -25.8% |
| 6M | -36.4% | +7.5% | -43.9% | -37.7% |
| YTD | -23.4% | -28.8% | +5.4% | -18.2% |
| 1Y | +5.6% | -29.1% | +34.7% | +12.8% |
| 3Y | +209.7% | -7.0% | +216.7% | +209.2% |
| 5Y | +55.6% | -22.1% | +77.6% | +58.9% |
| 10Y | +212.2% | +64.9% | +147.3% | +159.4% |
| All | +212.2% | +64.3% | +147.9% | +159.4% |
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