+48.1%
PAAS vs HDB
-23.2%
+71.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.0% | -0.7% |
| 7D | -8.9% | +2.7% | -11.7% | -9.6% |
| 30D | -11.4% | +14.1% | -25.6% | -14.6% |
| 3M | -20.4% | +11.8% | -32.3% | -23.0% |
| 6M | -40.7% | +8.2% | -48.9% | -42.3% |
| YTD | -26.9% | -29.3% | +2.4% | -21.1% |
| 1Y | -3.1% | -28.8% | +25.7% | +4.4% |
| 3Y | +199.3% | -7.5% | +206.7% | +196.6% |
| All | +48.1% | -23.2% | +71.2% | +48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling