+130.8%
SLB vs HDB
-35.4%
+166.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | +15.8% | -2.8% | +18.6% | +16.4% |
| 3M | -0.3% | -3.5% | +3.2% | -0.1% |
| 6M | +21.3% | -24.7% | +46.1% | +27.8% |
| YTD | +52.3% | -36.6% | +88.9% | +65.9% |
| 1Y | +63.6% | -34.4% | +98.0% | +76.5% |
| 3Y | +3.8% | -24.4% | +28.2% | +7.2% |
| All | +130.8% | -35.4% | +166.2% | +159.6% |
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