-32.9%
HDB vs EXEL
+92.4%
-125.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.6% | +4.9% | +5.5% |
| 7D | +12.9% | +9.8% | +3.1% | +11.3% |
| 30D | +10.0% | +23.6% | -13.6% | +6.6% |
| 3M | +1.8% | +29.9% | -28.1% | -2.2% |
| 6M | -2.1% | +64.7% | -66.8% | -10.1% |
| YTD | -33.4% | +66.0% | -99.4% | -39.5% |
| 1Y | -32.9% | +92.0% | -124.8% | -40.3% |
| All | -32.9% | +92.4% | -125.3% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling