+188.9%
PAAS vs HDB
+57.5%
+131.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.0% |
| 7D | +8.4% | +13.3% | -4.9% | +5.4% |
| 30D | -7.2% | +13.6% | -20.7% | -9.8% |
| 3M | -14.0% | +5.8% | -19.8% | -15.3% |
| 6M | -26.8% | -1.9% | -24.8% | -26.8% |
| YTD | -19.8% | -31.2% | +11.4% | -13.6% |
| 1Y | +22.8% | -29.6% | +52.4% | +31.5% |
| 3Y | +183.6% | -10.1% | +193.7% | +185.3% |
| 5Y | +73.8% | -24.3% | +98.2% | +78.9% |
| All | +188.9% | +57.5% | +131.4% | +134.2% |
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