+243.6%
W vs HDB
+61.5%
+182.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.7% | +1.9% | +3.0% |
| 7D | +3.3% | +13.7% | -10.4% | -4.4% |
| 30D | +10.5% | +15.8% | -5.3% | +1.0% |
| 3M | +9.6% | +9.2% | +0.4% | +3.1% |
| 6M | +76.4% | +3.2% | +73.2% | +71.3% |
| YTD | +16.4% | -29.4% | +45.8% | +42.0% |
| 1Y | +9.3% | -27.9% | +37.3% | +31.4% |
| 3Y | +172.8% | -5.9% | +178.7% | +168.1% |
| 5Y | -53.4% | -23.5% | -29.9% | -47.8% |
| 10Y | +243.6% | +61.3% | +182.3% | +131.3% |
| All | +243.6% | +61.5% | +182.1% | +131.3% |
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