+96.9%
PSX vs HDB
-32.8%
+129.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.6% | -10.1% | -3.3% |
| 7D | -5.2% | +12.9% | -18.1% | -2.6% |
| 30D | -3.7% | +10.0% | -13.8% | -1.6% |
| 3M | +26.8% | +1.8% | +24.9% | +27.1% |
| 6M | +47.3% | -2.1% | +49.4% | +47.3% |
| YTD | +105.4% | -33.4% | +138.8% | +87.2% |
| 1Y | +96.9% | -32.9% | +129.8% | +78.7% |
| All | +96.9% | -32.8% | +129.8% | +78.7% |
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