+389.6%
BE vs HDB
-37.2%
+426.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.1% | -1.8% |
| 7D | +23.9% | -4.9% | +28.8% | +27.5% |
| 30D | +27.8% | -5.8% | +33.7% | +32.2% |
| 3M | +3.7% | -5.2% | +8.9% | +7.9% |
| 6M | +78.0% | -25.7% | +103.7% | +107.5% |
| YTD | +209.9% | -39.6% | +249.5% | +292.4% |
| 1Y | +389.6% | -36.9% | +426.5% | +483.3% |
| All | +389.6% | -37.2% | +426.8% | +483.3% |
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 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