+129.9%
PSA vs HDB
+63.5%
+66.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -1.4% | +2.7% | -4.2% | -2.0% |
| 30D | +15.2% | +14.1% | +1.0% | +12.2% |
| 3M | +2.2% | +11.8% | -9.6% | -0.1% |
| 6M | +11.7% | +8.2% | +3.5% | +9.5% |
| YTD | +32.0% | -29.3% | +61.3% | +40.0% |
| 1Y | +26.3% | -28.8% | +55.1% | +33.7% |
| 3Y | +52.4% | -7.5% | +59.8% | +51.6% |
| 5Y | +26.3% | -23.1% | +49.3% | +28.5% |
| All | +129.9% | +63.5% | +66.4% | +105.0% |
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 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