+290.2%
BN vs HDB
+63.5%
+226.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.8% |
| 7D | -1.0% | +2.7% | -3.7% | -2.2% |
| 30D | +14.0% | +14.1% | -0.2% | +7.5% |
| 3M | -9.0% | +11.8% | -20.8% | -13.7% |
| 6M | -8.8% | +8.2% | -17.0% | -12.7% |
| YTD | -10.3% | -29.3% | +19.1% | +3.1% |
| 1Y | -5.8% | -28.8% | +23.0% | +7.8% |
| 3Y | +94.8% | -7.5% | +102.2% | +93.2% |
| 5Y | +31.5% | -23.1% | +54.5% | +39.2% |
| All | +290.2% | +63.5% | +226.7% | +200.2% |
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