+713.9%
PH vs HDB
+61.4%
+652.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.6% |
| 7D | +2.1% | +12.7% | -10.6% | -2.9% |
| 30D | +0.3% | +16.6% | -16.3% | -6.1% |
| 3M | -8.8% | +10.8% | -19.6% | -13.0% |
| 6M | +10.0% | +3.8% | +6.2% | +7.1% |
| YTD | +10.5% | -28.9% | +39.4% | +25.4% |
| 1Y | +15.5% | -28.0% | +43.5% | +30.3% |
| 3Y | +136.4% | -7.2% | +143.5% | +130.3% |
| 5Y | +213.6% | -22.2% | +235.8% | +224.9% |
| 10Y | +713.9% | +63.6% | +650.3% | +494.1% |
| All | +713.9% | +61.4% | +652.5% | +494.1% |
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