+86.2%
TFC vs HDB
-11.1%
+97.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.4% |
| 7D | +1.2% | +13.3% | -12.1% | -2.2% |
| 30D | +8.3% | +13.6% | -5.2% | +4.5% |
| 3M | -5.2% | +5.8% | -10.9% | -6.8% |
| 6M | -0.8% | -1.9% | +1.1% | -0.7% |
| YTD | +3.4% | -31.2% | +34.6% | +12.9% |
| 1Y | +17.0% | -29.6% | +46.6% | +26.8% |
| 3Y | +86.2% | -10.1% | +96.3% | +84.5% |
| All | +86.2% | -11.1% | +97.3% | +84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling