+1,251.0%
BE vs HDB
-37.8%
+1,288.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.0% | +12.6% | +11.5% |
| 7D | +29.8% | -2.0% | +31.8% | +31.2% |
| 30D | +26.4% | -4.9% | +31.3% | +29.8% |
| 3M | +9.3% | -2.3% | +11.6% | +10.8% |
| 6M | +105.1% | -23.7% | +128.8% | +140.0% |
| YTD | +219.0% | -38.5% | +257.5% | +324.3% |
| 1Y | +418.8% | -36.5% | +455.2% | +576.0% |
| 3Y | +1,784.6% | -28.5% | +1,813.0% | +2,077.7% |
| 5Y | +1,251.0% | -37.4% | +1,288.3% | +1,533.3% |
| All | +1,251.0% | -37.8% | +1,288.7% | +1,533.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling