+1,721.2%
TRV vs HDB
+4,239.1%
-2,518.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.3% |
| 7D | +0.1% | +4.1% | -4.0% | -1.1% |
| 30D | +8.0% | +13.0% | -5.0% | +4.2% |
| 3M | +9.3% | +11.3% | -2.0% | +5.7% |
| 6M | +36.2% | +6.9% | +29.3% | +32.6% |
| YTD | +40.6% | -29.6% | +70.2% | +53.7% |
| 1Y | +43.1% | -29.5% | +72.6% | +56.2% |
| 3Y | +149.6% | -8.1% | +157.7% | +147.7% |
| 5Y | +181.6% | -23.4% | +205.1% | +188.7% |
| 10Y | +352.5% | +62.9% | +289.6% | +253.6% |
| All | +1,721.2% | +4,239.1% | -2,518.0% | +517.8% |
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 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