-10.5%
T vs HDB
-37.2%
+26.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.8% |
| 7D | -3.1% | -4.9% | +1.8% | -3.3% |
| 30D | +4.6% | -5.8% | +10.4% | +4.3% |
| 3M | +12.2% | -5.2% | +17.4% | +12.0% |
| 6M | -6.5% | -25.7% | +19.3% | -7.0% |
| YTD | +4.9% | -39.6% | +44.5% | +4.6% |
| 1Y | -10.5% | -36.9% | +26.4% | -10.3% |
| All | -10.5% | -37.2% | +26.7% | -10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling