+40.6%
BBY vs HDB
-30.2%
+70.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -1.1% |
| 7D | +1.2% | -4.9% | +6.1% | +2.1% |
| 30D | +6.8% | -5.8% | +12.6% | +8.0% |
| 3M | +18.7% | -5.2% | +23.9% | +19.5% |
| 6M | +37.3% | -25.7% | +63.0% | +44.6% |
| YTD | +35.3% | -39.6% | +74.9% | +48.8% |
| 1Y | +20.7% | -36.9% | +57.6% | +31.3% |
| All | +40.6% | -30.2% | +70.8% | +47.7% |
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 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