-7.5%
HDB vs IBB
+86.1%
-93.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +2.7% | -0.5% | +3.3% | +2.9% |
| 30D | +14.1% | +4.6% | +9.6% | +12.3% |
| 3M | +11.8% | +6.8% | +5.0% | +8.8% |
| 6M | +8.2% | +23.1% | -14.9% | -0.1% |
| YTD | -29.3% | +26.0% | -55.3% | -35.3% |
| 1Y | -28.8% | +30.4% | -59.2% | -35.4% |
| 3Y | -7.5% | +85.4% | -92.9% | -27.1% |
| All | -7.5% | +86.1% | -93.6% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 3y: compounded portfolio wealth divided by compounded IBB 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…
3y analysis · Full analysis span regression · 6 months rolling