+64.6%
HDB vs BB
+28.0%
+36.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.5% | +0.7% |
| 7D | +12.7% | +11.6% | +1.1% | +11.7% |
| 30D | +16.6% | +2.6% | +14.0% | +16.1% |
| 3M | +10.8% | +3.5% | +7.3% | +9.9% |
| 6M | +3.8% | +43.5% | -39.6% | -0.8% |
| YTD | -28.9% | +141.2% | -170.1% | -35.5% |
| 1Y | -28.0% | +97.4% | -125.4% | -33.5% |
| 3Y | -7.2% | +151.1% | -158.3% | -18.8% |
| 5Y | -22.2% | -12.8% | -9.5% | -26.8% |
| All | +64.6% | +28.0% | +36.6% | +24.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling