+75.7%
TFC vs HDB
+63.5%
+12.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.0% |
| 7D | +2.3% | +2.7% | -0.5% | +1.0% |
| 30D | +10.8% | +14.1% | -3.3% | +4.4% |
| 3M | -3.8% | +11.8% | -15.6% | -8.8% |
| 6M | +9.6% | +8.2% | +1.4% | +4.7% |
| YTD | +5.8% | -29.3% | +35.1% | +21.8% |
| 1Y | +16.2% | -28.8% | +45.0% | +33.2% |
| 3Y | +96.0% | -7.5% | +103.4% | +93.0% |
| 5Y | +1.7% | -23.1% | +24.7% | +7.3% |
| All | +75.7% | +63.5% | +12.1% | +30.3% |
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