+361.6%
PSX vs HDB
+63.5%
+298.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | +7.8% | +2.7% | +5.1% | +6.9% |
| 30D | -10.9% | +14.1% | -25.0% | -14.5% |
| 3M | +14.5% | +11.8% | +2.7% | +10.2% |
| 6M | +56.1% | +8.2% | +48.0% | +50.4% |
| YTD | +109.6% | -29.3% | +138.9% | +130.5% |
| 1Y | +95.5% | -28.8% | +124.3% | +114.3% |
| 3Y | +156.2% | -7.5% | +163.7% | +147.8% |
| 5Y | +310.0% | -23.1% | +333.1% | +315.8% |
| All | +361.6% | +63.5% | +298.1% | +245.9% |
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