+668.5%
PBR vs HDB
+32.9%
+635.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.2% | +2.6% |
| 7D | +4.2% | -6.2% | +10.4% | +6.9% |
| 30D | +22.7% | -6.2% | +29.0% | +25.8% |
| 3M | +21.5% | -5.9% | +27.4% | +23.1% |
| 6M | +24.0% | -25.9% | +49.9% | +37.6% |
| YTD | +88.2% | -40.2% | +128.5% | +129.2% |
| 1Y | +74.8% | -38.0% | +112.8% | +108.7% |
| 3Y | +105.1% | -30.5% | +135.6% | +124.5% |
| 5Y | +572.2% | -38.1% | +610.4% | +653.0% |
| All | +668.5% | +32.9% | +635.6% | +486.6% |
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 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