+3,310.4%
V vs HDB
+490.7%
+2,819.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.6% |
| 7D | +2.2% | +13.3% | -11.2% | -2.2% |
| 30D | +13.6% | +13.6% | 0.0% | +8.6% |
| 3M | +14.3% | +5.8% | +8.5% | +11.7% |
| 6M | +33.1% | -1.9% | +35.0% | +32.7% |
| YTD | +21.2% | -31.2% | +52.4% | +36.1% |
| 1Y | +26.4% | -29.6% | +56.0% | +40.7% |
| 3Y | +77.6% | -10.1% | +87.7% | +77.0% |
| 5Y | +102.6% | -24.3% | +126.9% | +110.7% |
| 10Y | +464.4% | +59.3% | +405.1% | +328.0% |
| All | +3,310.4% | +490.7% | +2,819.7% | +1,180.9% |
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