+626.7%
RVMD vs HDB
-16.3%
+643.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | +1.0% | +0.4% | +0.6% | +0.9% |
| 30D | +6.4% | -2.8% | +9.3% | +7.4% |
| 3M | +34.9% | -3.5% | +38.4% | +36.0% |
| 6M | +107.6% | -24.7% | +132.3% | +129.7% |
| YTD | +163.7% | -36.6% | +200.2% | +211.5% |
| 1Y | +439.2% | -34.4% | +473.6% | +527.9% |
| 3Y | +499.2% | -24.4% | +523.6% | +544.5% |
| 5Y | +621.7% | -35.4% | +657.1% | +703.4% |
| All | +626.7% | -16.3% | +643.0% | +695.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling