+32.7%
BROS vs HDB
-7.2%
+39.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.7% | +4.0% | +6.0% |
| 7D | -17.9% | +13.7% | -31.6% | -20.7% |
| 30D | -5.4% | +15.8% | -21.2% | -9.1% |
| 3M | -32.1% | +9.2% | -41.3% | -33.8% |
| 6M | -31.7% | +3.2% | -34.8% | -32.7% |
| YTD | -41.2% | -29.4% | -11.8% | -37.3% |
| 1Y | -32.6% | -27.9% | -4.7% | -28.5% |
| 3Y | +32.7% | -5.9% | +38.6% | +28.3% |
| All | +32.7% | -7.2% | +39.9% | +28.3% |
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