+1,616.9%
BE vs HDB
-11.1%
+1,628.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.8% | +1.6% | +2.7% |
| 7D | -14.7% | +13.3% | -28.1% | -19.4% |
| 30D | -40.5% | +13.6% | -54.1% | -44.0% |
| 3M | -24.3% | +5.8% | -30.1% | -26.6% |
| 6M | -39.3% | -1.9% | -37.4% | -39.0% |
| YTD | +99.4% | -31.2% | +130.6% | +126.4% |
| 1Y | +26.6% | -29.6% | +56.1% | +42.6% |
| 3Y | +1,616.9% | -10.1% | +1,627.0% | +1,567.7% |
| All | +1,616.9% | -11.1% | +1,628.0% | +1,567.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling