+99.2%
PSA vs HDB
+32.9%
+66.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.2% |
| 7D | -3.6% | -6.2% | +2.5% | -2.5% |
| 30D | -9.4% | -6.2% | -3.2% | -8.3% |
| 3M | -8.2% | -5.9% | -2.3% | -7.4% |
| 6M | -1.8% | -25.9% | +24.1% | +3.4% |
| YTD | +15.7% | -40.2% | +56.0% | +26.8% |
| 1Y | +6.3% | -38.0% | +44.3% | +15.5% |
| 3Y | +21.6% | -30.5% | +52.1% | +27.9% |
| 5Y | +13.5% | -38.1% | +51.6% | +20.4% |
| All | +99.2% | +32.9% | +66.3% | +81.3% |
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