+70.0%
UBER vs HDB
-2.9%
+72.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +1.2% | +6.9% | -5.8% | -1.6% |
| 30D | -1.1% | +15.2% | -16.4% | -6.7% |
| 3M | -10.0% | +11.7% | -21.7% | -14.2% |
| 6M | -7.2% | +7.5% | -14.7% | -10.7% |
| YTD | -13.5% | -28.8% | +15.3% | -1.9% |
| 1Y | -24.5% | -29.1% | +4.6% | -14.3% |
| 3Y | +37.0% | -7.0% | +44.0% | +34.5% |
| 5Y | +63.3% | -22.1% | +85.4% | +70.6% |
| All | +70.0% | -2.9% | +72.9% | +64.0% |
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