+277.3%
RMD vs HDB
+34.8%
+242.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.0% | -0.2% | -2.3% |
| 7D | -4.5% | -2.0% | -2.4% | -3.9% |
| 30D | +4.6% | -4.9% | +9.5% | +6.1% |
| 3M | +14.8% | -2.3% | +17.1% | +15.3% |
| 6M | -12.1% | -23.7% | +11.6% | -5.4% |
| YTD | -7.5% | -38.5% | +31.0% | +5.7% |
| 1Y | -20.1% | -36.5% | +16.4% | -9.7% |
| 3Y | +53.9% | -28.5% | +82.3% | +64.8% |
| 5Y | -22.2% | -37.4% | +15.2% | -14.9% |
| All | +277.3% | +34.8% | +242.4% | +205.5% |
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