+70.3%
PR vs HDB
+61.4%
+8.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.3% | +0.8% |
| 7D | -9.5% | +12.7% | -22.2% | -12.0% |
| 30D | -5.7% | +16.6% | -22.3% | -9.1% |
| 3M | +3.0% | +10.8% | -7.8% | +0.2% |
| 6M | +11.8% | +3.8% | +8.0% | +9.8% |
| YTD | +58.5% | -28.9% | +87.4% | +71.0% |
| 1Y | +69.9% | -28.0% | +97.9% | +82.5% |
| 3Y | +84.9% | -7.2% | +92.1% | +81.6% |
| 5Y | +246.4% | -22.2% | +268.7% | +253.9% |
| 10Y | +70.3% | +63.6% | +6.7% | +90.5% |
| All | +70.3% | +61.4% | +8.9% | +90.5% |
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