+33.7%
HDB vs BEN
+53.7%
-20.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | -1.3% |
| 7D | -4.9% | +3.4% | -8.2% | -5.9% |
| 30D | -5.8% | +1.8% | -7.6% | -6.4% |
| 3M | -5.2% | +8.4% | -13.6% | -7.7% |
| 6M | -25.7% | +35.6% | -61.3% | -32.7% |
| YTD | -39.6% | +46.4% | -85.9% | -46.7% |
| 1Y | -36.9% | +46.3% | -83.2% | -44.5% |
| 3Y | -29.7% | +54.6% | -84.3% | -40.9% |
| 5Y | -37.8% | +39.4% | -77.2% | -47.1% |
| 10Y | +33.7% | +57.6% | -23.8% | -4.3% |
| All | +33.7% | +53.7% | -20.0% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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