+56.9%
BNY vs HDB
-33.5%
+90.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.9% | -6.8% | -0.9% |
| 7D | -1.3% | +0.7% | -2.0% | -1.4% |
| 30D | -0.2% | +1.0% | -1.2% | -0.3% |
| 3M | +14.9% | -2.0% | +16.9% | +14.8% |
| 6M | +40.0% | -18.1% | +58.1% | +43.0% |
| YTD | +42.0% | -36.1% | +78.1% | +48.2% |
| 1Y | +56.9% | -34.0% | +90.9% | +61.9% |
| All | +56.9% | -33.5% | +90.4% | +61.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling