+26.6%
BA vs HDB
+61.4%
-34.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.3% |
| 7D | 0.0% | +12.7% | -12.7% | -5.7% |
| 30D | -8.9% | +16.6% | -25.5% | -15.7% |
| 3M | -25.5% | +10.8% | -36.3% | -29.4% |
| 6M | -27.0% | +3.8% | -30.8% | -29.1% |
| YTD | -20.1% | -28.9% | +8.8% | -7.1% |
| 1Y | -11.0% | -28.0% | +17.0% | +2.8% |
| 3Y | -11.8% | -7.2% | -4.7% | -14.1% |
| 5Y | -20.6% | -22.2% | +1.6% | -17.2% |
| 10Y | +26.6% | +63.6% | -36.9% | -9.4% |
| All | +26.6% | +61.4% | -34.8% | -9.4% |
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