+338.0%
T vs HDB
+3,812.1%
-3,474.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | -1.3% | +0.4% | -1.7% | -1.4% |
| 30D | +11.4% | -2.8% | +14.2% | +12.0% |
| 3M | +14.3% | -3.5% | +17.8% | +14.7% |
| 6M | -9.3% | -24.7% | +15.5% | -4.4% |
| YTD | +7.1% | -36.6% | +43.7% | +16.8% |
| 1Y | -9.1% | -34.4% | +25.3% | -1.7% |
| 3Y | +105.3% | -24.4% | +129.7% | +112.3% |
| 5Y | +66.8% | -35.4% | +102.2% | +75.7% |
| 10Y | +66.8% | +39.5% | +27.2% | +42.8% |
| All | +338.0% | +3,812.1% | -3,474.2% | +133.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling