+4,288.4%
TT vs HDB
+4,142.9%
+145.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | +1.7% |
| 7D | -2.0% | +13.3% | -15.4% | -6.4% |
| 30D | -14.0% | +13.6% | -27.6% | -18.1% |
| 3M | -15.9% | +5.8% | -21.6% | -18.0% |
| 6M | -17.3% | -1.9% | -15.4% | -17.7% |
| YTD | +4.0% | -31.2% | +35.2% | +16.9% |
| 1Y | -7.1% | -29.6% | +22.4% | +3.5% |
| 3Y | +90.2% | -10.1% | +100.3% | +89.6% |
| 5Y | +131.1% | -24.3% | +155.5% | +141.2% |
| 10Y | +777.7% | +59.3% | +718.4% | +556.9% |
| All | +4,288.4% | +4,142.9% | +145.5% | +1,167.1% |
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