-28.0%
HDB vs GEN
+18.5%
-46.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.6% |
| 7D | +12.7% | +1.0% | +11.7% | +12.6% |
| 30D | +16.6% | +29.1% | -12.5% | +13.6% |
| 3M | +10.8% | +2.9% | +7.9% | +9.9% |
| 6M | +3.8% | +33.6% | -29.8% | +0.2% |
| YTD | -28.9% | +12.0% | -40.9% | -30.8% |
| 1Y | -28.0% | +16.2% | -44.1% | -30.4% |
| All | -28.0% | +18.5% | -46.4% | -30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling