+104.4%
BDX vs HDB
+63.5%
+40.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | +2.9% | +2.7% | +0.2% | +2.3% |
| 30D | +15.4% | +14.1% | +1.3% | +12.3% |
| 3M | +20.5% | +11.8% | +8.7% | +17.6% |
| 6M | +53.2% | +8.2% | +45.0% | +50.1% |
| YTD | +45.7% | -29.3% | +75.0% | +55.0% |
| 1Y | +47.3% | -28.8% | +76.0% | +56.4% |
| 3Y | +25.1% | -7.5% | +32.5% | +24.3% |
| 5Y | +27.4% | -23.1% | +50.5% | +29.9% |
| All | +104.4% | +63.5% | +40.9% | +76.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling