+32.4%
HDB vs IBN
+316.4%
-284.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -6.2% | -5.5% | -0.7% | -2.8% |
| 30D | -6.2% | -3.4% | -2.8% | -4.2% |
| 3M | -5.9% | +8.7% | -14.5% | -10.6% |
| 6M | -25.9% | +3.7% | -29.6% | -27.4% |
| YTD | -40.2% | -2.4% | -37.9% | -39.4% |
| 1Y | -38.0% | -8.1% | -29.9% | -34.8% |
| 3Y | -30.5% | +26.3% | -56.8% | -40.1% |
| 5Y | -38.1% | +54.9% | -93.1% | -53.0% |
| All | +32.4% | +316.4% | -284.0% | -38.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling