+33.1%
URI vs HDB
-27.9%
+61.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.7% | +4.2% | +6.7% |
| 7D | -4.0% | +13.7% | -17.7% | -4.9% |
| 30D | +6.8% | +15.8% | -9.0% | +5.5% |
| 3M | -2.8% | +9.2% | -12.0% | -3.3% |
| 6M | +20.9% | +3.2% | +17.7% | +20.9% |
| YTD | +40.2% | -29.4% | +69.6% | +38.4% |
| All | +33.1% | -27.9% | +61.0% | +30.2% |
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