+451.9%
BBY vs HDB
+3,694.0%
-3,242.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.1% |
| 7D | +8.1% | -2.0% | +10.2% | +8.8% |
| 30D | +8.9% | -4.9% | +13.8% | +10.6% |
| 3M | +22.0% | -2.3% | +24.3% | +22.4% |
| 6M | +37.8% | -23.7% | +61.5% | +48.2% |
| YTD | +37.3% | -38.5% | +75.8% | +57.4% |
| 1Y | +21.6% | -36.5% | +58.0% | +37.7% |
| 3Y | +41.5% | -28.5% | +70.0% | +52.0% |
| 5Y | +1.2% | -37.4% | +38.6% | +11.7% |
| 10Y | +237.8% | +34.0% | +203.7% | +179.9% |
| All | +451.9% | +3,694.0% | -3,242.1% | +66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling