+9.9%
BTDR vs HDB
-27.8%
+37.6%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.0% | +5.4% | +4.0% |
| 7D | +22.4% | -2.0% | +24.5% | +23.7% |
| 30D | +16.5% | -4.9% | +21.3% | +19.5% |
| 3M | -31.5% | -2.3% | -29.2% | -31.9% |
| 6M | +74.0% | -23.7% | +97.8% | +99.2% |
| YTD | +13.0% | -38.5% | +51.5% | +43.4% |
| 1Y | -0.2% | -36.5% | +36.2% | +24.1% |
| 3Y | +9.9% | -28.5% | +38.3% | +8.4% |
| All | +9.9% | -27.8% | +37.6% | +8.4% |
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