+599.5%
XYZ vs HDB
+57.5%
+542.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +0.6% |
| 7D | +12.1% | +13.3% | -1.2% | +4.3% |
| 30D | +12.4% | +13.6% | -1.2% | +4.3% |
| 3M | +8.2% | +5.8% | +2.4% | +4.3% |
| 6M | +20.7% | -1.9% | +22.6% | +20.6% |
| YTD | +31.3% | -31.2% | +62.5% | +61.6% |
| 1Y | +20.5% | -29.6% | +50.1% | +45.8% |
| 3Y | +72.6% | -10.1% | +82.7% | +69.3% |
| 5Y | -64.0% | -24.3% | -39.7% | -60.1% |
| All | +599.5% | +57.5% | +542.0% | +454.8% |
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