-11.0%
BA vs HDB
-27.5%
+16.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.4% |
| 7D | 0.0% | +12.7% | -12.7% | -4.0% |
| 30D | -8.9% | +16.6% | -25.5% | -13.7% |
| 3M | -25.5% | +10.8% | -36.3% | -28.3% |
| 6M | -27.0% | +3.8% | -30.8% | -28.5% |
| YTD | -20.1% | -28.9% | +8.8% | -16.3% |
| 1Y | -11.0% | -28.0% | +17.0% | -7.5% |
| All | -11.0% | -27.5% | +16.5% | -7.5% |
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