+12,759.1%
TDG vs HDB
+885.0%
+11,874.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.1% |
| 7D | -2.4% | -4.9% | +2.4% | -0.9% |
| 30D | -8.0% | -5.8% | -2.2% | -6.3% |
| 3M | -10.5% | -5.2% | -5.3% | -9.3% |
| 6M | -11.9% | -25.7% | +13.8% | -3.7% |
| YTD | -15.4% | -39.6% | +24.2% | -1.3% |
| 1Y | -14.2% | -36.9% | +22.7% | -1.6% |
| 3Y | +51.0% | -29.7% | +80.8% | +63.9% |
| 5Y | +126.5% | -37.8% | +164.2% | +152.6% |
| 10Y | +535.6% | +33.7% | +501.8% | +444.4% |
| All | +12,759.1% | +885.0% | +11,874.1% | +5,318.7% |
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 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