-34.4%
HDB vs IBN
-4.0%
-30.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | +0.1% |
| 7D | +0.4% | +1.4% | -1.0% | -0.7% |
| 30D | -2.8% | -0.3% | -2.5% | -2.6% |
| 3M | -3.5% | +17.1% | -20.6% | -14.8% |
| 6M | -24.7% | +3.4% | -28.1% | -28.3% |
| YTD | -36.6% | +2.5% | -39.1% | -39.6% |
| 1Y | -34.4% | -4.2% | -30.2% | -36.3% |
| All | -34.4% | -4.0% | -30.4% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling