+559.3%
ROKU vs HDB
+8.7%
+550.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.9% | -6.3% | -1.7% |
| 7D | -0.4% | +0.7% | -1.1% | -0.7% |
| 30D | +2.1% | +1.0% | +1.1% | +1.6% |
| 3M | +29.5% | -2.0% | +31.5% | +29.6% |
| 6M | +53.8% | -18.1% | +71.9% | +62.7% |
| YTD | +42.8% | -36.1% | +78.9% | +63.2% |
| 1Y | +60.7% | -34.0% | +94.8% | +81.3% |
| 3Y | +83.9% | -26.7% | +110.6% | +96.8% |
| 5Y | -52.8% | -33.9% | -18.9% | -49.2% |
| All | +559.3% | +8.7% | +550.6% | +549.0% |
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