+4,236.8%
HDB vs GEN
+1,477.4%
+2,759.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | +12.7% | +1.0% | +11.7% | +12.4% |
| 30D | +16.6% | +29.1% | -12.5% | +8.8% |
| 3M | +10.8% | +2.9% | +7.9% | +8.9% |
| 6M | +3.8% | +33.6% | -29.8% | -5.2% |
| YTD | -28.9% | +12.0% | -40.9% | -32.6% |
| 1Y | -28.0% | +16.2% | -44.1% | -32.4% |
| 3Y | -7.2% | +65.1% | -72.2% | -22.5% |
| 5Y | -22.2% | +33.3% | -55.5% | -33.1% |
| 10Y | +63.6% | +149.7% | -86.1% | +5.8% |
| All | +4,236.8% | +1,477.4% | +2,759.4% | +1,762.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling