+1,006.2%
TER vs HDB
+61.4%
+944.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.5% |
| 7D | -8.9% | +12.7% | -21.6% | -13.6% |
| 30D | -39.1% | +16.6% | -55.7% | -43.3% |
| 3M | -32.8% | +10.8% | -43.5% | -36.3% |
| 6M | -31.7% | +3.8% | -35.6% | -33.9% |
| YTD | +26.9% | -28.9% | +55.8% | +44.8% |
| 1Y | +33.6% | -28.0% | +61.5% | +51.2% |
| 3Y | +181.5% | -7.2% | +188.7% | +173.3% |
| 5Y | +76.1% | -22.2% | +98.4% | +83.6% |
| 10Y | +1,006.2% | +63.6% | +942.6% | +742.3% |
| All | +1,006.2% | +61.4% | +944.8% | +742.3% |
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 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