+91.7%
USB vs HDB
+57.5%
+34.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -1.2% |
| 7D | 0.0% | +13.3% | -13.3% | -4.8% |
| 30D | +5.8% | +13.6% | -7.7% | +0.6% |
| 3M | -6.0% | +5.8% | -11.7% | -8.3% |
| 6M | +7.8% | -1.9% | +9.7% | +7.5% |
| YTD | +14.6% | -31.2% | +45.8% | +30.9% |
| 1Y | +31.8% | -29.6% | +61.3% | +48.8% |
| 3Y | +91.5% | -10.1% | +101.6% | +90.7% |
| 5Y | +22.0% | -24.3% | +46.4% | +27.8% |
| All | +91.7% | +57.5% | +34.2% | +48.6% |
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