-37.5%
U vs HDB
-1.1%
-36.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.0% | +5.6% | +4.3% |
| 7D | +4.5% | -2.0% | +6.5% | +5.6% |
| 30D | -0.6% | -4.9% | +4.3% | +2.1% |
| 3M | +48.4% | -2.3% | +50.7% | +48.2% |
| 6M | +115.4% | -23.7% | +139.1% | +147.1% |
| YTD | -3.2% | -38.5% | +35.3% | +26.9% |
| 1Y | -6.0% | -36.5% | +30.4% | +19.7% |
| 3Y | +13.5% | -28.5% | +41.9% | +29.3% |
| 5Y | -68.0% | -37.4% | -30.6% | -63.3% |
| All | -37.5% | -1.1% | -36.4% | -16.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling