+4,191.8%
HDB vs BEN
+396.9%
+3,794.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.5% |
| 7D | +4.1% | +11.3% | -7.2% | -1.9% |
| 30D | +13.0% | +15.0% | -2.0% | +4.5% |
| 3M | +11.3% | +7.8% | +3.4% | +6.3% |
| 6M | +6.9% | +15.5% | -8.6% | -1.9% |
| YTD | -29.6% | +55.4% | -85.0% | -45.6% |
| 1Y | -29.5% | +63.3% | -92.8% | -47.1% |
| 3Y | -8.1% | +83.4% | -91.5% | -39.3% |
| 5Y | -23.4% | +28.1% | -51.5% | -40.5% |
| 10Y | +62.9% | +59.1% | +3.8% | -6.1% |
| All | +4,191.8% | +396.9% | +3,794.8% | +1,301.7% |
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