+58.8%
T vs HDB
+61.4%
-2.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | +0.5% |
| 7D | +2.6% | +12.7% | -10.1% | +0.1% |
| 30D | -1.1% | +16.6% | -17.7% | -4.1% |
| 3M | -7.7% | +10.8% | -18.5% | -9.8% |
| 6M | -10.6% | +3.8% | -14.5% | -11.8% |
| YTD | -7.5% | -28.9% | +21.4% | -1.4% |
| 1Y | -7.4% | -28.0% | +20.6% | -1.7% |
| 3Y | +63.1% | -7.2% | +70.2% | +60.8% |
| 5Y | +55.2% | -22.2% | +77.4% | +56.9% |
| 10Y | +58.8% | +63.6% | -4.8% | +36.7% |
| All | +58.8% | +61.4% | -2.6% | +36.7% |
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