-22.2%
HDB vs BEN
+30.9%
-53.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.3% |
| 7D | +12.7% | +12.1% | +0.6% | +8.7% |
| 30D | +16.6% | +13.4% | +3.2% | +12.1% |
| 3M | +10.8% | +9.4% | +1.4% | +7.6% |
| 6M | +3.8% | +19.3% | -15.4% | -2.0% |
| YTD | -28.9% | +57.3% | -86.2% | -38.5% |
| 1Y | -28.0% | +69.1% | -97.1% | -39.1% |
| 3Y | -7.2% | +85.6% | -92.8% | -26.5% |
| 5Y | -22.2% | +32.9% | -55.2% | -29.2% |
| All | -22.2% | +30.9% | -53.2% | -29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling