+35.0%
U vs HDB
-29.4%
+64.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.3% |
| 7D | +2.8% | +4.1% | -1.3% | +1.8% |
| 30D | +7.6% | +13.0% | -5.3% | +4.8% |
| 3M | +12.7% | +11.3% | +1.4% | +9.8% |
| 6M | +87.0% | +6.9% | +80.0% | +81.1% |
| YTD | +13.6% | -29.6% | +43.2% | +9.9% |
| All | +35.0% | -29.4% | +64.4% | +30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling