+911.5%
BE vs HDB
-7.8%
+919.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.8% | +7.6% |
| 7D | +20.0% | +0.4% | +19.5% | +19.7% |
| 30D | +7.9% | -2.8% | +10.7% | +9.5% |
| 3M | -13.2% | -3.5% | -9.7% | -11.2% |
| 6M | +53.5% | -24.7% | +78.2% | +80.4% |
| YTD | +191.0% | -36.6% | +227.6% | +274.9% |
| 1Y | +360.5% | -34.4% | +394.9% | +481.8% |
| 3Y | +1,568.0% | -24.4% | +1,592.4% | +1,774.7% |
| 5Y | +1,055.2% | -35.4% | +1,090.5% | +1,305.5% |
| All | +911.5% | -7.8% | +919.2% | +1,060.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling