-29.5%
HDB vs FND
-23.4%
-6.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | -0.3% |
| 7D | +4.1% | -5.1% | +9.2% | +5.2% |
| 30D | +13.0% | +9.2% | +3.8% | +10.5% |
| 3M | +11.3% | -17.7% | +28.9% | +15.1% |
| 6M | +6.9% | +2.5% | +4.5% | +4.4% |
| YTD | -29.6% | -19.8% | -9.8% | -28.4% |
| 1Y | -29.5% | -22.7% | -6.8% | -28.3% |
| All | -29.5% | -23.4% | -6.1% | -28.3% |
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