+76.4%
SLB vs HDB
-23.2%
+99.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.4% |
| 7D | +3.5% | +2.7% | +0.8% | +3.0% |
| 30D | +6.5% | +14.1% | -7.6% | +4.0% |
| 3M | -0.2% | +11.8% | -12.1% | -2.3% |
| 6M | -5.7% | +8.2% | -13.9% | -7.5% |
| YTD | +36.8% | -29.3% | +66.1% | +45.6% |
| 1Y | +45.8% | -28.8% | +74.6% | +54.8% |
| 3Y | +3.4% | -7.5% | +10.8% | +2.1% |
| All | +76.4% | -23.2% | +99.5% | +87.6% |
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