+3,796.1%
HDB vs BRKR
+330.7%
+3,465.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.2% | +7.1% | +6.9% |
| 7D | +0.7% | -8.7% | +9.4% | +2.6% |
| 30D | +1.0% | -9.9% | +10.8% | +3.0% |
| 3M | -2.0% | -3.1% | +1.1% | -2.6% |
| 6M | -18.1% | +45.5% | -63.6% | -25.9% |
| YTD | -36.1% | +13.7% | -49.8% | -39.6% |
| 1Y | -34.0% | +67.4% | -101.5% | -43.0% |
| 3Y | -26.7% | -13.2% | -13.5% | -30.3% |
| 5Y | -33.9% | -39.5% | +5.6% | -33.2% |
| 10Y | +41.4% | +153.5% | -112.1% | +1.5% |
| All | +3,796.1% | +330.7% | +3,465.4% | +1,842.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling