-28.5%
HDB vs BB
+68.2%
-96.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.2% | -5.2% | -3.1% |
| 7D | -2.0% | +0.5% | -2.6% | -2.1% |
| 30D | -4.9% | -12.4% | +7.5% | -4.4% |
| 3M | -2.3% | -15.3% | +13.0% | -2.0% |
| 6M | -23.7% | +128.8% | -152.5% | -27.9% |
| YTD | -38.5% | +107.7% | -146.1% | -41.6% |
| 1Y | -36.5% | +103.9% | -140.3% | -39.8% |
| 3Y | -28.5% | +72.6% | -101.0% | -33.8% |
| All | -28.5% | +68.2% | -96.6% | -33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling