+231.7%
SPOT vs HDB
-30.2%
+262.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.6% |
| 7D | -6.5% | -4.9% | -1.6% | -5.4% |
| 30D | +2.2% | -5.8% | +8.0% | +3.7% |
| 3M | +5.4% | -5.2% | +10.6% | +6.0% |
| 6M | -4.0% | -25.7% | +21.7% | +2.5% |
| YTD | -9.9% | -39.6% | +29.6% | +1.2% |
| 1Y | -27.3% | -36.9% | +9.6% | -19.3% |
| All | +231.7% | -30.2% | +262.0% | +243.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling