+579.8%
RVMD vs HDB
-38.7%
+618.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.9% |
| 7D | -0.7% | -4.9% | +4.1% | +1.3% |
| 30D | +0.3% | -5.8% | +6.2% | +2.7% |
| 3M | +38.9% | -5.2% | +44.1% | +40.8% |
| 6M | +108.1% | -25.7% | +133.8% | +134.1% |
| YTD | +160.7% | -39.6% | +200.3% | +221.3% |
| 1Y | +407.3% | -36.9% | +444.2% | +512.0% |
| 3Y | +546.6% | -29.7% | +576.3% | +620.2% |
| 5Y | +579.8% | -37.8% | +617.6% | +643.0% |
| All | +579.8% | -38.7% | +618.5% | +643.0% |
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 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