+370.1%
PSX vs HDB
+34.0%
+336.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +2.5% |
| 7D | +2.8% | -2.0% | +4.9% | +3.4% |
| 30D | +27.8% | -4.9% | +32.6% | +29.6% |
| 3M | +42.0% | -2.3% | +44.3% | +41.8% |
| 6M | +58.1% | -23.7% | +81.8% | +69.7% |
| YTD | +105.0% | -38.5% | +143.5% | +136.1% |
| 1Y | +104.9% | -36.5% | +141.4% | +132.8% |
| 3Y | +134.1% | -28.5% | +162.5% | +148.1% |
| 5Y | +363.8% | -37.4% | +401.2% | +407.9% |
| 10Y | +370.1% | +34.0% | +336.1% | +285.8% |
| All | +370.1% | +34.0% | +336.1% | +285.8% |
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