+355.7%
SU vs HDB
-38.6%
+394.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | +1.7% | -6.2% | +7.8% | +2.5% |
| 30D | +9.6% | -6.2% | +15.9% | +10.5% |
| 3M | +11.7% | -5.9% | +17.6% | +12.1% |
| 6M | +21.9% | -25.9% | +47.8% | +27.0% |
| YTD | +58.6% | -40.2% | +98.9% | +72.3% |
| 1Y | +66.5% | -38.0% | +104.5% | +79.3% |
| 3Y | +121.4% | -30.5% | +151.9% | +130.0% |
| 5Y | +355.7% | -38.1% | +393.9% | +384.5% |
| All | +355.7% | -38.6% | +394.3% | +384.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling