-1.1%
AAL vs HDB
-29.3%
+28.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.4% | -5.0% |
| 7D | +2.9% | +4.1% | -1.2% | +1.1% |
| 30D | +6.5% | +13.0% | -6.5% | +0.5% |
| 3M | -10.9% | +11.3% | -22.1% | -15.4% |
| 6M | +4.9% | +6.9% | -2.1% | -0.1% |
| YTD | -13.2% | -29.6% | +16.5% | -8.0% |
| 1Y | -1.1% | -29.5% | +28.4% | +4.6% |
| All | -1.1% | -29.3% | +28.2% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling