+2,926.4%
V vs HDB
+444.6%
+2,481.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.8% |
| 7D | -1.7% | +0.4% | -2.1% | -1.9% |
| 30D | +2.0% | -2.8% | +4.8% | +2.9% |
| 3M | +17.4% | -3.5% | +20.9% | +18.1% |
| 6M | +17.5% | -24.7% | +42.2% | +28.4% |
| YTD | +7.6% | -36.6% | +44.2% | +24.6% |
| 1Y | +7.7% | -34.4% | +42.1% | +23.1% |
| 3Y | +54.7% | -24.4% | +79.1% | +64.1% |
| 5Y | +73.0% | -35.4% | +108.4% | +90.6% |
| 10Y | +390.9% | +39.5% | +351.3% | +290.5% |
| All | +2,926.4% | +444.6% | +2,481.8% | +1,072.4% |
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 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