+4,096.6%
HDB vs IBB
+668.2%
+3,428.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | 0.0% | +0.8% |
| 7D | +13.3% | -1.8% | +15.2% | +14.3% |
| 30D | +13.6% | +5.1% | +8.5% | +10.2% |
| 3M | +5.8% | +10.7% | -4.9% | -0.7% |
| 6M | -1.9% | +22.9% | -24.8% | -13.2% |
| YTD | -31.2% | +26.7% | -57.9% | -40.2% |
| 1Y | -29.6% | +35.1% | -64.7% | -40.9% |
| 3Y | -10.1% | +80.2% | -90.3% | -37.1% |
| 5Y | -24.3% | +37.8% | -62.2% | -39.4% |
| 10Y | +59.3% | +161.2% | -101.9% | -16.7% |
| All | +4,096.6% | +668.2% | +3,428.4% | +881.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling