+60.2%
PPL vs HDB
+57.5%
+2.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.3% | -1.0% |
| 7D | +0.4% | +13.3% | -12.9% | -2.7% |
| 30D | +5.4% | +13.6% | -8.1% | +2.1% |
| 3M | +4.3% | +5.8% | -1.5% | +2.5% |
| 6M | -1.3% | -1.9% | +0.6% | -1.5% |
| YTD | +4.7% | -31.2% | +35.9% | +14.1% |
| 1Y | +1.3% | -29.6% | +30.8% | +9.6% |
| 3Y | +57.2% | -10.1% | +67.3% | +56.3% |
| 5Y | +48.2% | -24.3% | +72.6% | +51.9% |
| All | +60.2% | +57.5% | +2.7% | +31.3% |
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 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