+3,769.4%
HDB vs BEN
+376.4%
+3,393.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.9% | -2.3% |
| 7D | +0.4% | +0.2% | +0.2% | +0.2% |
| 30D | -2.8% | -0.5% | -2.3% | -2.7% |
| 3M | -3.5% | +9.7% | -13.3% | -8.7% |
| 6M | -24.7% | +33.9% | -58.6% | -36.4% |
| YTD | -36.6% | +49.0% | -85.5% | -49.7% |
| 1Y | -34.4% | +42.1% | -76.5% | -47.0% |
| 3Y | -24.4% | +51.9% | -76.3% | -44.5% |
| 5Y | -35.4% | +39.0% | -74.4% | -52.7% |
| 10Y | +39.5% | +57.9% | -18.3% | -20.4% |
| All | +3,769.4% | +376.4% | +3,393.0% | +1,196.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling