+1,218.8%
URI vs HDB
+61.5%
+1,157.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.7% | +4.2% | +5.8% |
| 7D | -4.0% | +13.7% | -17.7% | -9.1% |
| 30D | +6.8% | +15.8% | -9.0% | +0.2% |
| 3M | -2.8% | +9.2% | -12.0% | -6.9% |
| 6M | +20.9% | +3.2% | +17.7% | +17.8% |
| YTD | +40.2% | -29.4% | +69.6% | +59.6% |
| 1Y | +34.1% | -27.9% | +62.0% | +51.1% |
| 3Y | +164.1% | -5.9% | +170.0% | +155.1% |
| 5Y | +199.3% | -23.5% | +222.8% | +212.3% |
| 10Y | +1,218.8% | +61.3% | +1,157.5% | +849.0% |
| All | +1,218.8% | +61.5% | +1,157.3% | +849.0% |
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