+345.0%
PSX vs HDB
-35.4%
+380.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | +4.5% | +0.4% | +4.1% | +4.5% |
| 30D | +26.6% | -2.8% | +29.4% | +26.9% |
| 3M | +39.3% | -3.5% | +42.8% | +39.3% |
| 6M | +56.8% | -24.7% | +81.5% | +62.0% |
| YTD | +101.8% | -36.6% | +138.4% | +114.0% |
| 1Y | +99.6% | -34.4% | +134.0% | +110.2% |
| 3Y | +140.3% | -24.4% | +164.7% | +143.7% |
| All | +345.0% | -35.4% | +380.4% | +391.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling