+33.7%
HDB vs GEN
+150.6%
-116.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -4.9% | -2.9% | -2.0% | -4.5% |
| 30D | -5.8% | +2.1% | -7.9% | -6.2% |
| 3M | -5.2% | +19.7% | -24.9% | -7.6% |
| 6M | -25.7% | +33.3% | -59.0% | -28.8% |
| YTD | -39.6% | +11.1% | -50.7% | -40.8% |
| 1Y | -36.9% | +3.0% | -39.9% | -37.6% |
| 3Y | -29.7% | +57.9% | -87.6% | -35.0% |
| 5Y | -37.8% | +20.6% | -58.4% | -41.1% |
| 10Y | +33.7% | +153.2% | -119.5% | +10.3% |
| All | +33.7% | +150.6% | -116.9% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling