+103.0%
PSX vs HDB
-37.2%
+140.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +0.2% |
| 7D | +1.8% | -4.9% | +6.7% | +0.6% |
| 30D | +21.6% | -5.8% | +27.5% | +19.9% |
| 3M | +46.5% | -5.2% | +51.7% | +45.5% |
| 6M | +62.0% | -25.7% | +87.7% | +53.8% |
| YTD | +106.3% | -39.6% | +145.9% | +88.3% |
| 1Y | +103.0% | -36.9% | +139.9% | +84.4% |
| All | +103.0% | -37.2% | +140.2% | +84.4% |
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