+455.3%
PL vs HDB
-11.1%
+466.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.8% | +8.6% | +9.9% |
| 7D | -6.8% | +13.3% | -20.2% | -10.3% |
| 30D | -29.3% | +13.6% | -42.8% | -32.1% |
| 3M | -44.8% | +5.8% | -50.5% | -45.8% |
| 6M | -68.4% | -1.9% | -66.5% | -68.3% |
| YTD | -36.4% | -31.2% | -5.2% | -26.5% |
| 1Y | +0.7% | -29.6% | +30.3% | +15.0% |
| 3Y | +455.3% | -10.1% | +465.4% | +442.0% |
| All | +455.3% | -11.1% | +466.4% | +442.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling