+647.0%
BX vs HDB
+64.7%
+582.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -2.8% | +6.9% | -9.8% | -5.8% |
| 30D | +7.3% | +15.2% | -7.9% | +0.5% |
| 3M | -16.3% | +11.7% | -28.0% | -20.7% |
| 6M | +2.5% | +7.5% | -5.0% | -1.7% |
| YTD | -17.6% | -28.8% | +11.2% | -5.2% |
| 1Y | -12.4% | -29.1% | +16.7% | +0.8% |
| 3Y | +36.2% | -7.0% | +43.2% | +33.7% |
| 5Y | +3.0% | -22.1% | +25.0% | +9.0% |
| All | +647.0% | +64.7% | +582.2% | +477.4% |
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 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