+4,531.6%
URI vs HDB
+4,068.7%
+462.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.5% | -8.6% | -7.7% |
| 7D | -12.9% | +13.3% | -26.2% | -17.3% |
| 30D | -3.4% | +10.2% | -13.6% | -7.4% |
| 3M | -10.0% | +3.6% | -13.6% | -12.0% |
| 6M | +12.2% | -0.5% | +12.7% | +10.8% |
| YTD | +29.8% | -32.4% | +62.2% | +48.4% |
| 1Y | +24.6% | -31.1% | +55.7% | +41.3% |
| 3Y | +137.6% | -12.6% | +150.2% | +138.8% |
| 5Y | +176.6% | -25.7% | +202.3% | +192.3% |
| 10Y | +1,402.6% | +56.5% | +1,346.1% | +1,029.1% |
| All | +4,531.6% | +4,068.7% | +462.9% | +1,381.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling