+213.5%
TER vs HDB
-36.7%
+250.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.0% | +7.2% | +5.1% |
| 7D | +11.0% | -2.0% | +13.0% | +11.5% |
| 30D | -1.9% | -4.9% | +3.0% | -0.5% |
| 3M | -0.7% | -2.3% | +1.6% | -2.9% |
| 6M | +36.4% | -23.7% | +60.1% | +41.3% |
| YTD | +92.4% | -38.5% | +130.9% | +87.2% |
| 1Y | +213.5% | -36.5% | +250.0% | +204.5% |
| All | +213.5% | -36.7% | +250.2% | +204.5% |
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