+66.7%
HDB vs IBN
+385.6%
-318.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.2% |
| 7D | +2.7% | +1.9% | +0.9% | +1.5% |
| 30D | +14.1% | +22.1% | -8.0% | +0.4% |
| 3M | +11.8% | +17.1% | -5.3% | +1.1% |
| 6M | +8.2% | +35.5% | -27.4% | -10.9% |
| YTD | -29.3% | +16.8% | -46.1% | -36.0% |
| 1Y | -28.8% | +12.4% | -41.2% | -33.9% |
| 3Y | -7.5% | +58.0% | -65.5% | -31.0% |
| 5Y | -23.1% | +73.7% | -96.8% | -46.0% |
| All | +66.7% | +385.6% | -318.9% | -34.3% |
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 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