-22.7%
U vs HDB
+13.7%
-36.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.5% | +4.8% | +5.0% |
| 7D | +2.6% | +2.7% | -0.2% | +1.0% |
| 30D | +27.6% | +14.1% | +13.4% | +18.4% |
| 3M | +15.3% | +11.8% | +3.5% | +8.0% |
| 6M | +96.4% | +8.2% | +88.2% | +84.6% |
| YTD | +19.6% | -29.3% | +48.9% | +44.7% |
| 1Y | +42.1% | -28.8% | +70.9% | +70.5% |
| 3Y | +87.5% | -7.5% | +95.0% | +80.2% |
| 5Y | -73.1% | -23.1% | -50.1% | -71.9% |
| All | -22.7% | +13.7% | -36.4% | -4.9% |
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