+199.8%
TER vs HDB
-34.6%
+234.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.9% | +5.6% |
| 7D | +0.6% | +0.4% | +0.1% | +0.4% |
| 30D | -8.3% | -2.8% | -5.5% | -7.4% |
| 3M | -12.2% | -3.5% | -8.7% | -13.0% |
| 6M | +17.0% | -24.7% | +41.7% | +19.9% |
| YTD | +84.6% | -36.6% | +121.2% | +77.8% |
| 1Y | +199.8% | -34.4% | +234.2% | +187.2% |
| All | +199.8% | -34.6% | +234.4% | +187.2% |
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