-34.4%
HDB vs FND
-36.4%
+2.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.2% | -0.7% |
| 7D | +0.4% | -5.2% | +5.7% | +1.3% |
| 30D | -2.8% | -19.9% | +17.1% | +0.9% |
| 3M | -3.5% | +2.7% | -6.3% | -4.8% |
| 6M | -24.7% | -21.7% | -3.0% | -24.3% |
| YTD | -36.6% | -17.5% | -19.1% | -36.1% |
| 1Y | -34.4% | -39.3% | +4.9% | -33.2% |
| All | -34.4% | -36.4% | +2.0% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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