+271.8%
BN vs HDB
+34.8%
+236.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.0% | +0.4% | -1.3% |
| 7D | -1.2% | -2.0% | +0.9% | -0.3% |
| 30D | -10.9% | -4.9% | -6.0% | -9.0% |
| 3M | -11.1% | -2.3% | -8.8% | -10.8% |
| 6M | -4.4% | -23.7% | +19.4% | +6.8% |
| YTD | -14.1% | -38.5% | +24.3% | +5.1% |
| 1Y | -11.1% | -36.5% | +25.4% | +7.1% |
| 3Y | +75.6% | -28.5% | +104.0% | +96.0% |
| 5Y | +35.8% | -37.4% | +73.2% | +57.8% |
| All | +271.8% | +34.8% | +236.9% | +208.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling