+1,001.8%
TER vs HDB
+61.5%
+940.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.7% | +10.1% | +11.6% |
| 7D | -5.8% | +13.7% | -19.5% | -10.9% |
| 30D | -38.9% | +15.8% | -54.8% | -43.0% |
| 3M | -35.1% | +9.2% | -44.3% | -38.1% |
| 6M | -31.6% | +3.2% | -34.7% | -33.6% |
| YTD | +27.2% | -29.4% | +56.6% | +45.5% |
| 1Y | +35.2% | -27.9% | +63.1% | +53.0% |
| 3Y | +192.8% | -5.9% | +198.7% | +182.3% |
| 5Y | +72.4% | -23.5% | +95.9% | +81.1% |
| 10Y | +1,001.8% | +61.3% | +940.5% | +737.8% |
| All | +1,001.8% | +61.5% | +940.3% | +737.8% |
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