+641.7%
BE vs HDB
+3.4%
+638.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.7% | -5.0% | -4.7% |
| 7D | -13.4% | +12.7% | -26.1% | -19.4% |
| 30D | -33.9% | +16.6% | -50.5% | -40.0% |
| 3M | -12.0% | +10.8% | -22.8% | -17.9% |
| 6M | -29.0% | +3.8% | -32.8% | -31.0% |
| YTD | +113.4% | -28.9% | +142.3% | +155.3% |
| 1Y | +33.2% | -28.0% | +61.1% | +58.4% |
| 3Y | +1,659.2% | -7.2% | +1,666.4% | +1,632.6% |
| 5Y | +461.4% | -22.2% | +483.6% | +510.3% |
| All | +641.7% | +3.4% | +638.3% | +690.0% |
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