+391.8%
BAC vs HDB
+34.0%
+357.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.6% | +0.8% |
| 7D | +1.2% | -2.0% | +3.2% | +2.0% |
| 30D | -0.7% | -4.9% | +4.1% | +1.3% |
| 3M | +16.9% | -2.3% | +19.2% | +17.3% |
| 6M | +29.6% | -23.7% | +53.3% | +43.7% |
| YTD | +15.3% | -38.5% | +53.7% | +39.8% |
| 1Y | +28.8% | -36.5% | +65.3% | +53.8% |
| 3Y | +136.4% | -28.5% | +164.8% | +161.1% |
| 5Y | +72.9% | -37.4% | +110.3% | +98.4% |
| 10Y | +391.8% | +34.0% | +357.7% | +291.2% |
| All | +391.8% | +34.0% | +357.8% | +291.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling