+4,583.9%
URI vs HDB
+4,142.9%
+441.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.4% |
| 7D | -9.8% | +13.3% | -23.1% | -14.4% |
| 30D | +1.7% | +13.6% | -11.8% | -3.6% |
| 3M | -9.1% | +5.8% | -14.8% | -11.7% |
| 6M | +9.9% | -1.9% | +11.8% | +9.2% |
| YTD | +31.2% | -31.2% | +62.4% | +49.1% |
| 1Y | +25.9% | -29.6% | +55.5% | +41.6% |
| 3Y | +147.4% | -10.1% | +157.5% | +145.8% |
| 5Y | +179.7% | -24.3% | +204.1% | +193.6% |
| 10Y | +1,419.5% | +59.3% | +1,360.3% | +1,033.9% |
| All | +4,583.9% | +4,142.9% | +441.0% | +1,388.0% |
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 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