-7.2%
HDB vs BEN
+87.4%
-94.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.4% |
| 7D | +12.7% | +12.1% | +0.6% | +9.8% |
| 30D | +16.6% | +13.4% | +3.2% | +13.3% |
| 3M | +10.8% | +9.4% | +1.4% | +8.5% |
| 6M | +3.8% | +19.3% | -15.4% | -0.3% |
| YTD | -28.9% | +57.3% | -86.2% | -35.4% |
| 1Y | -28.0% | +69.1% | -97.1% | -35.4% |
| 3Y | -7.2% | +85.6% | -92.8% | -18.0% |
| All | -7.2% | +87.4% | -94.6% | -18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling