-26.7%
HDB vs BRKR
-11.8%
-14.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.2% | +7.1% | +6.9% |
| 7D | +0.7% | -8.7% | +9.4% | +1.2% |
| 30D | +1.0% | -9.9% | +10.8% | +1.5% |
| 3M | -2.0% | -3.1% | +1.1% | -2.1% |
| 6M | -18.1% | +45.5% | -63.6% | -20.0% |
| YTD | -36.1% | +13.7% | -49.8% | -37.3% |
| 1Y | -34.0% | +67.4% | -101.5% | -36.3% |
| 3Y | -26.7% | -13.2% | -13.5% | -27.8% |
| All | -26.7% | -11.8% | -14.9% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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