-10.1%
HDB vs IBB
+78.6%
-88.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | 0.0% | +1.2% |
| 7D | +13.3% | -1.8% | +15.2% | +13.9% |
| 30D | +13.6% | +5.1% | +8.5% | +11.5% |
| 3M | +5.8% | +10.7% | -4.9% | +1.6% |
| 6M | -1.9% | +22.9% | -24.8% | -9.3% |
| YTD | -31.2% | +26.7% | -57.9% | -37.1% |
| 1Y | -29.6% | +35.1% | -64.7% | -36.7% |
| 3Y | -10.1% | +80.2% | -90.3% | -27.7% |
| All | -10.1% | +78.6% | -88.7% | -27.7% |
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