+85.4%
BE vs HDB
-29.0%
+114.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.5% | -5.4% | -5.2% |
| 7D | +10.8% | +2.7% | +8.1% | +9.5% |
| 30D | -19.8% | +14.1% | -33.9% | -25.5% |
| 3M | -18.7% | +11.8% | -30.5% | -23.8% |
| 6M | -33.7% | +8.2% | -41.9% | -35.6% |
| YTD | +121.0% | -29.3% | +150.3% | +155.3% |
| 1Y | +85.4% | -28.8% | +114.2% | +108.2% |
| All | +85.4% | -29.0% | +114.4% | +108.2% |
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