Its been 5 years since I have maintained my investing records, the performance according to calendar years is shown below.
| Calendar year | My returns | Nifty returns | 100 invested in Harsh folio | 100 invested in Nifty |
|---|---|---|---|---|
| 2018 | -0.63% | 3.15% | 99.37 | 103.15 |
| 2019 | 11.83% | 12.01% | 111.13 | 115.54 |
| 2020 | 27.18% | 14.89% | 141.33 | 132.75 |
| 2021 | 27.30% | 24.12% | 179.92 | 164.76 |
| 2022 | 7.26% | 4.33% | 192.97 | 171.89 |
A more granular performance (on monthly returns) is shown below.
I have managed to outperform nifty over this period, with CY20 being the year with maximum outperformance and CY18 being the year with maximum underperformance. I also track other features of my portfolio. My portfolio beta has consistently stayed below 1 (computed on monthly data with 1-year lookback).
This is mainly because of increasing divergence of my returns with Nifty returns as a result of more bottom-up stock picking. This is clearly shown in the standard deviation chart, where my portfolio’s std has increased over time.
Deep value performance
Since August 2021, I started a new strategy (deep value bets) which has done exceedingly well.
Returns have been very high in past few months, as its components mostly include microcap value stocks, which swing more (higher upside during good times & vice versa). 2022 has been a mean reversion year, so its natural that a deep value strategy will do well. Lets see how 2023 pans out.
I wish everyone a lot of success in all their endeavours and a very happy new year 
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