-10.6%
BA vs HDB
-32.8%
+22.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.6% | -3.4% | +0.2% |
| 7D | +5.9% | +12.9% | -7.0% | +1.6% |
| 30D | -8.2% | +10.0% | -18.2% | -11.2% |
| 3M | -25.4% | +1.8% | -27.2% | -26.1% |
| 6M | -20.0% | -2.1% | -17.9% | -20.2% |
| YTD | -18.5% | -33.4% | +14.9% | -12.8% |
| 1Y | -10.6% | -32.9% | +22.2% | -4.8% |
| All | -10.6% | -32.8% | +22.2% | -4.8% |
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 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