-35.7%
HDB vs GEN
+24.6%
-60.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.7% | -0.1% |
| 7D | +0.4% | -1.2% | +1.6% | +0.6% |
| 30D | -2.8% | +10.1% | -13.0% | -4.3% |
| 3M | -3.5% | +16.1% | -19.6% | -5.9% |
| 6M | -24.7% | +38.9% | -63.6% | -28.9% |
| YTD | -36.6% | +14.4% | -51.0% | -38.2% |
| 1Y | -34.4% | +5.9% | -40.2% | -35.3% |
| 3Y | -24.4% | +58.8% | -83.2% | -31.4% |
| All | -35.7% | +24.6% | -60.4% | -40.1% |
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