-10.1%
BA vs HDB
-11.1%
+1.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | 0.0% |
| 7D | +1.1% | +13.3% | -12.3% | -2.3% |
| 30D | -7.9% | +13.6% | -21.5% | -11.1% |
| 3M | -25.3% | +5.8% | -31.1% | -26.6% |
| 6M | -24.6% | -1.9% | -22.7% | -24.7% |
| YTD | -20.1% | -31.2% | +11.1% | -14.5% |
| 1Y | -11.8% | -29.6% | +17.8% | -6.0% |
| 3Y | -10.1% | -10.1% | 0.0% | -5.0% |
| All | -10.1% | -11.1% | +1.0% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling