+311.1%
SPOT vs HDB
+13.6%
+297.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.2% |
| 7D | +1.6% | +2.7% | -1.1% | +0.6% |
| 30D | +16.9% | +14.1% | +2.8% | +11.5% |
| 3M | +23.0% | +11.8% | +11.1% | +17.9% |
| 6M | +42.2% | +8.2% | +34.0% | +36.9% |
| YTD | +5.5% | -29.3% | +34.8% | +18.0% |
| 1Y | -5.1% | -28.8% | +23.7% | +5.9% |
| 3Y | +257.9% | -7.5% | +265.4% | +253.7% |
| 5Y | +118.4% | -23.1% | +141.4% | +127.8% |
| All | +311.1% | +13.6% | +297.6% | +251.3% |
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