+128.6%
BP vs HDB
-35.4%
+164.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.6% |
| 7D | +3.9% | +0.4% | +3.5% | +3.9% |
| 30D | +7.6% | -2.8% | +10.4% | +8.0% |
| 3M | +0.7% | -3.5% | +4.2% | +0.9% |
| 6M | +15.5% | -24.7% | +40.2% | +20.8% |
| YTD | +30.8% | -36.6% | +67.4% | +41.9% |
| 1Y | +34.3% | -34.4% | +68.7% | +44.4% |
| 3Y | +35.1% | -24.4% | +59.4% | +38.6% |
| All | +128.6% | -35.4% | +164.0% | +144.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling