+22.2%
BBY vs HDB
-33.5%
+55.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.9% | -3.8% | +2.2% |
| 7D | +0.6% | +0.7% | -0.1% | +0.4% |
| 30D | +9.4% | +1.0% | +8.4% | +9.1% |
| 3M | +19.3% | -2.0% | +21.3% | +19.2% |
| 6M | +47.9% | -18.1% | +66.0% | +49.1% |
| YTD | +39.6% | -36.1% | +75.7% | +43.2% |
| 1Y | +22.2% | -34.0% | +56.2% | +23.7% |
| All | +22.2% | -33.5% | +55.7% | +23.7% |
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