+14.5%
BND vs HDB
-6.8%
+21.3%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.6% | +6.9% | -7.5% | -0.8% |
| 30D | +1.6% | +15.2% | -13.7% | +1.0% |
| 3M | -0.5% | +11.7% | -12.2% | -0.9% |
| 6M | -1.1% | +7.5% | -8.6% | -1.4% |
| YTD | -0.7% | -28.8% | +28.1% | +0.1% |
| 1Y | -0.7% | -29.1% | +28.4% | +0.2% |
| All | +14.5% | -6.8% | +21.3% | +15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling