+4,531.8%
TT vs HDB
+4,239.1%
+292.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.2% |
| 7D | +8.1% | +4.1% | +4.0% | +6.6% |
| 30D | -11.3% | +13.0% | -24.2% | -15.3% |
| 3M | -11.2% | +11.3% | -22.4% | -14.9% |
| 6M | -8.9% | +6.9% | -15.9% | -12.0% |
| YTD | +9.7% | -29.6% | +39.4% | +22.5% |
| 1Y | +1.3% | -29.5% | +30.8% | +12.9% |
| 3Y | +93.4% | -8.1% | +101.5% | +91.3% |
| 5Y | +133.5% | -23.4% | +157.0% | +142.7% |
| 10Y | +739.9% | +62.9% | +677.0% | +523.8% |
| All | +4,531.8% | +4,239.1% | +292.7% | +1,227.2% |
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