+3,676.0%
STX vs HDB
+34.0%
+3,642.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.0% | +9.5% | +7.4% |
| 7D | +10.7% | -2.0% | +12.8% | +11.3% |
| 30D | +11.3% | -4.9% | +16.1% | +12.8% |
| 3M | +3.2% | -2.3% | +5.5% | +3.2% |
| 6M | +157.0% | -23.7% | +180.7% | +176.5% |
| YTD | +229.2% | -38.5% | +267.7% | +277.9% |
| 1Y | +381.8% | -36.5% | +418.3% | +446.0% |
| 3Y | +1,383.2% | -28.5% | +1,411.6% | +1,484.2% |
| 5Y | +1,144.9% | -37.4% | +1,182.3% | +1,264.3% |
| 10Y | +3,676.0% | +34.0% | +3,642.0% | +2,932.2% |
| All | +3,676.0% | +34.0% | +3,642.0% | +2,932.2% |
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