+180.5%
PL vs HDB
-34.6%
+215.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.8% | -1.2% |
| 7D | -9.3% | +0.4% | -9.7% | -9.4% |
| 30D | -18.9% | -2.8% | -16.1% | -18.5% |
| 3M | -58.4% | -3.5% | -54.8% | -58.2% |
| 6M | -30.3% | -24.7% | -5.6% | -27.2% |
| YTD | -8.1% | -36.6% | +28.4% | +1.0% |
| 1Y | +180.5% | -34.4% | +214.9% | +210.8% |
| All | +180.5% | -34.6% | +215.1% | +210.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling