+597.0%
SE vs HDB
+2.3%
+594.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.0% | +4.1% | +2.7% |
| 7D | +0.6% | -2.0% | +2.7% | +1.6% |
| 30D | -0.1% | -4.9% | +4.8% | +2.4% |
| 3M | +34.1% | -2.3% | +36.4% | +34.3% |
| 6M | +23.2% | -23.7% | +46.9% | +40.0% |
| YTD | -11.2% | -38.5% | +27.3% | +12.6% |
| 1Y | -40.5% | -36.5% | -4.1% | -26.4% |
| 3Y | +196.3% | -28.5% | +224.7% | +228.0% |
| 5Y | -67.0% | -37.4% | -29.7% | -60.8% |
| All | +597.0% | +2.3% | +594.7% | +512.3% |
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