+661.1%
BX vs HDB
+42.1%
+619.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.9% | -4.4% | -0.6% |
| 7D | -5.6% | +0.7% | -6.3% | -5.9% |
| 30D | -12.2% | +1.0% | -13.2% | -12.8% |
| 3M | +7.4% | -2.0% | +9.4% | +7.5% |
| 6M | +22.2% | -18.1% | +40.3% | +32.1% |
| YTD | -14.0% | -36.1% | +22.1% | +3.9% |
| 1Y | -27.3% | -34.0% | +6.8% | -13.7% |
| 3Y | +24.5% | -26.7% | +51.2% | +37.1% |
| 5Y | +18.9% | -33.9% | +52.8% | +35.3% |
| All | +661.1% | +42.1% | +619.0% | +518.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling