-16.6%
SLB vs HDB
+61.5%
-78.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.7% | 0.0% |
| 7D | -3.7% | +13.7% | -17.4% | -7.9% |
| 30D | +2.9% | +15.8% | -12.9% | -2.4% |
| 3M | +0.2% | +9.2% | -9.0% | -3.3% |
| 6M | -4.4% | +3.2% | -7.6% | -6.6% |
| YTD | +33.4% | -29.4% | +62.8% | +48.5% |
| 1Y | +40.8% | -27.9% | +68.7% | +55.4% |
| 3Y | +3.2% | -5.9% | +9.1% | 0.0% |
| 5Y | +64.8% | -23.5% | +88.3% | +69.9% |
| 10Y | -16.6% | +61.3% | -77.9% | -32.8% |
| All | -16.6% | +61.5% | -78.1% | -32.8% |
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