-32.9%
HDB vs BB
+88.0%
-120.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +7.0% | -1.4% | +5.5% |
| 7D | +12.9% | -6.8% | +19.7% | +12.8% |
| 30D | +10.0% | -3.5% | +13.6% | +9.9% |
| 3M | +1.8% | -1.2% | +3.1% | +1.8% |
| 6M | -2.1% | +57.0% | -59.1% | -3.3% |
| YTD | -33.4% | +131.1% | -164.6% | -35.5% |
| 1Y | -32.9% | +87.6% | -120.4% | -34.8% |
| All | -32.9% | +88.0% | -120.8% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling