+289.2%
BN vs HDB
+61.4%
+227.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.6% |
| 7D | +4.3% | +12.7% | -8.4% | -1.0% |
| 30D | +14.3% | +16.6% | -2.3% | +6.8% |
| 3M | -4.1% | +10.8% | -14.9% | -8.6% |
| 6M | -9.7% | +3.8% | -13.5% | -11.9% |
| YTD | -7.1% | -28.9% | +21.8% | +6.4% |
| 1Y | -7.4% | -28.0% | +20.5% | +5.4% |
| 3Y | +102.3% | -7.2% | +109.5% | +100.4% |
| 5Y | +35.9% | -22.2% | +58.2% | +43.3% |
| 10Y | +289.2% | +63.6% | +225.6% | +197.0% |
| All | +289.2% | +61.4% | +227.8% | +197.0% |
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