+72.2%
V vs HDB
-35.4%
+107.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.9% |
| 7D | -1.7% | +0.4% | -2.1% | -1.8% |
| 30D | +2.0% | -2.8% | +4.8% | +2.7% |
| 3M | +17.4% | -3.5% | +20.9% | +17.9% |
| 6M | +17.5% | -24.7% | +42.2% | +25.9% |
| YTD | +7.6% | -36.6% | +44.2% | +20.6% |
| 1Y | +7.7% | -34.4% | +42.1% | +19.5% |
| 3Y | +54.7% | -24.4% | +79.1% | +62.1% |
| All | +72.2% | -35.4% | +107.6% | +86.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling