-25.3%
HDB vs GEN
+32.5%
-57.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.6% | +4.4% | +2.2% |
| 7D | +13.3% | +2.3% | +11.1% | +13.0% |
| 30D | +13.6% | +33.1% | -19.5% | +8.9% |
| 3M | +5.8% | +6.5% | -0.7% | +4.3% |
| 6M | -1.9% | +53.8% | -55.7% | -8.9% |
| YTD | -31.2% | +11.2% | -42.4% | -32.9% |
| 1Y | -29.6% | +19.4% | -48.9% | -32.1% |
| 3Y | -10.1% | +81.0% | -91.1% | -20.3% |
| All | -25.3% | +32.5% | -57.8% | -31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling