+1,316.1%
TNA vs HDB
+913.1%
+403.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.2% | +1.2% |
| 7D | -0.1% | +0.4% | -0.5% | -0.6% |
| 30D | -4.9% | -2.8% | -2.1% | -2.3% |
| 3M | +0.4% | -3.5% | +3.9% | +2.4% |
| 6M | +32.5% | -24.7% | +57.3% | +78.6% |
| YTD | +53.7% | -36.6% | +90.3% | +148.4% |
| 1Y | +65.1% | -34.4% | +99.5% | +154.2% |
| 3Y | +98.4% | -24.4% | +122.8% | +147.8% |
| 5Y | -22.5% | -35.4% | +12.9% | +20.3% |
| 10Y | +82.5% | +39.5% | +43.0% | +16.9% |
| All | +1,316.1% | +913.1% | +403.0% | -46.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling