+8,652.1%
STX vs HDB
+4,752.2%
+3,899.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.8% |
| 7D | -28.5% | +13.3% | -41.8% | -31.6% |
| 30D | -42.9% | +13.6% | -56.5% | -45.6% |
| 3M | -45.9% | +5.8% | -51.7% | -47.4% |
| 6M | -41.3% | -1.9% | -39.4% | -41.9% |
| YTD | +67.9% | -31.2% | +99.1% | +86.1% |
| 1Y | +66.5% | -29.6% | +96.1% | +82.9% |
| 3Y | +588.0% | -10.1% | +598.1% | +581.7% |
| 5Y | +449.1% | -24.3% | +473.4% | +467.4% |
| 10Y | +1,982.8% | +59.3% | +1,923.6% | +1,483.2% |
| All | +8,652.1% | +4,752.2% | +3,899.9% | +3,381.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling