-85.6%
SMR vs HDB
-32.8%
-52.8%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.6% | -10.0% | -4.8% |
| 7D | -9.5% | +12.9% | -22.4% | -10.4% |
| 30D | -33.2% | +10.0% | -43.2% | -33.6% |
| 3M | -45.9% | +1.8% | -47.8% | -45.2% |
| 6M | -57.9% | -2.1% | -55.8% | -57.5% |
| YTD | -63.8% | -33.4% | -30.4% | -69.4% |
| 1Y | -85.6% | -32.9% | -52.7% | -88.0% |
| All | -85.6% | -32.8% | -52.8% | -88.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling