+63.6%
HDB vs A
+312.5%
-248.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +1.9% | +1.1% |
| 7D | +12.7% | +1.4% | +11.3% | +12.2% |
| 30D | +16.6% | +4.3% | +12.3% | +14.8% |
| 3M | +10.8% | +19.8% | -9.0% | +3.7% |
| 6M | +3.8% | +54.4% | -50.5% | -11.7% |
| YTD | -28.9% | +31.7% | -60.6% | -36.3% |
| 1Y | -28.0% | +22.4% | -50.4% | -33.9% |
| 3Y | -7.2% | +67.7% | -74.8% | -28.0% |
| 5Y | -22.2% | +15.7% | -38.0% | -30.9% |
| 10Y | +63.6% | +308.7% | -245.1% | -16.6% |
| All | +63.6% | +312.5% | -248.9% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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