+62.5%
T vs HDB
+63.5%
-1.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | +2.5% | +2.7% | -0.2% | +2.0% |
| 30D | -3.8% | +14.1% | -17.9% | -6.3% |
| 3M | -8.7% | +11.8% | -20.6% | -10.9% |
| 6M | -8.1% | +8.2% | -16.3% | -10.1% |
| YTD | -6.4% | -29.3% | +22.9% | -0.2% |
| 1Y | -9.8% | -28.8% | +19.0% | -3.9% |
| 3Y | +65.5% | -7.5% | +73.0% | +63.3% |
| 5Y | +57.0% | -23.1% | +80.0% | +59.1% |
| All | +62.5% | +63.5% | -1.0% | +40.2% |
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