+289.9%
BNY vs HDB
-26.2%
+316.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.9% | -6.8% | -1.2% |
| 7D | -1.3% | +0.7% | -2.0% | -1.5% |
| 30D | -0.2% | +1.0% | -1.2% | -0.4% |
| 3M | +14.9% | -2.0% | +16.9% | +14.9% |
| 6M | +40.0% | -18.1% | +58.1% | +44.6% |
| YTD | +42.0% | -36.1% | +78.1% | +53.7% |
| 1Y | +56.9% | -34.0% | +90.9% | +68.5% |
| 3Y | +289.9% | -26.7% | +316.6% | +302.2% |
| All | +289.9% | -26.2% | +316.1% | +302.2% |
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 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