+537.0%
TDG vs HDB
+42.1%
+494.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.9% | -5.7% | -1.5% |
| 7D | -1.9% | +0.7% | -2.6% | -2.2% |
| 30D | -7.7% | +1.0% | -8.7% | -8.2% |
| 3M | -9.3% | -2.0% | -7.4% | -9.2% |
| 6M | -9.4% | -18.1% | +8.7% | -2.7% |
| YTD | -14.3% | -36.1% | +21.9% | +1.4% |
| 1Y | -11.8% | -34.0% | +22.2% | +2.6% |
| 3Y | +52.0% | -26.7% | +78.7% | +64.6% |
| 5Y | +128.8% | -33.9% | +162.7% | +153.5% |
| All | +537.0% | +42.1% | +494.9% | +407.9% |
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