+69.5%
PR vs HDB
-34.6%
+104.1%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.7% |
| 7D | +2.9% | +0.4% | +2.5% | +3.0% |
| 30D | +18.0% | -2.8% | +20.8% | +17.6% |
| 3M | +16.9% | -3.5% | +20.4% | +16.8% |
| 6M | +28.2% | -24.7% | +52.9% | +29.3% |
| YTD | +69.3% | -36.6% | +105.9% | +76.6% |
| 1Y | +69.5% | -34.4% | +103.9% | +74.4% |
| All | +69.5% | -34.6% | +104.1% | +74.4% |
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