+4,236.8%
HDB vs BEN
+402.9%
+3,833.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | 0.0% |
| 7D | +12.7% | +12.1% | +0.6% | +5.7% |
| 30D | +16.6% | +13.4% | +3.2% | +8.6% |
| 3M | +10.8% | +9.4% | +1.4% | +5.1% |
| 6M | +3.8% | +19.3% | -15.4% | -6.5% |
| YTD | -28.9% | +57.3% | -86.2% | -45.4% |
| 1Y | -28.0% | +69.1% | -97.1% | -47.0% |
| 3Y | -7.2% | +85.6% | -92.8% | -39.1% |
| 5Y | -22.2% | +32.9% | -55.2% | -40.8% |
| 10Y | +63.6% | +58.3% | +5.2% | -5.3% |
| All | +4,236.8% | +402.9% | +3,833.9% | +1,307.4% |
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