+265.2%
SU vs HDB
+42.1%
+223.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.9% | -7.0% | -2.3% |
| 7D | +2.2% | +0.7% | +1.5% | +1.9% |
| 30D | +8.4% | +1.0% | +7.4% | +7.9% |
| 3M | +12.1% | -2.0% | +14.1% | +11.8% |
| 6M | +19.7% | -18.1% | +37.8% | +25.6% |
| YTD | +58.4% | -36.1% | +94.5% | +80.7% |
| 1Y | +67.2% | -34.0% | +101.3% | +88.3% |
| 3Y | +125.0% | -26.7% | +151.7% | +138.3% |
| 5Y | +355.1% | -33.9% | +388.9% | +391.3% |
| All | +265.2% | +42.1% | +223.1% | +195.1% |
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 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