+6,065.7%
BN vs HDB
+4,142.9%
+1,922.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.6% |
| 7D | +5.3% | +13.3% | -8.0% | +0.7% |
| 30D | +11.9% | +13.6% | -1.7% | +6.8% |
| 3M | -5.7% | +5.8% | -11.5% | -7.9% |
| 6M | -10.6% | -1.9% | -8.7% | -10.6% |
| YTD | -9.4% | -31.2% | +21.8% | +2.7% |
| 1Y | -8.8% | -29.6% | +20.8% | +2.4% |
| 3Y | +95.6% | -10.1% | +105.7% | +97.7% |
| 5Y | +30.2% | -24.3% | +54.5% | +38.6% |
| 10Y | +277.0% | +59.3% | +217.7% | +196.7% |
| All | +6,065.7% | +4,142.9% | +1,922.8% | +1,835.9% |
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