+588.0%
STX vs HDB
-11.1%
+599.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.3% |
| 7D | -28.5% | +13.3% | -41.8% | -29.3% |
| 30D | -42.9% | +13.6% | -56.5% | -43.7% |
| 3M | -45.9% | +5.8% | -51.7% | -46.1% |
| 6M | -41.3% | -1.9% | -39.4% | -41.1% |
| YTD | +67.9% | -31.2% | +99.1% | +76.1% |
| 1Y | +66.5% | -29.6% | +96.1% | +74.0% |
| 3Y | +588.0% | -10.1% | +598.1% | +601.1% |
| All | +588.0% | -11.1% | +599.1% | +601.1% |
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