+84.5%
PR vs HDB
+63.5%
+20.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.8% | +1.1% |
| 7D | +6.0% | +2.7% | +3.2% | +5.3% |
| 30D | -4.2% | +14.1% | -18.3% | -7.3% |
| 3M | +10.0% | +11.8% | -1.9% | +6.7% |
| 6M | +15.6% | +8.2% | +7.4% | +12.4% |
| YTD | +68.2% | -29.3% | +97.5% | +81.7% |
| 1Y | +79.2% | -28.8% | +108.0% | +93.0% |
| 3Y | +94.9% | -7.5% | +102.4% | +91.5% |
| 5Y | +272.8% | -23.1% | +295.8% | +281.7% |
| All | +84.5% | +63.5% | +20.9% | +106.8% |
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 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