-28.7%
HDB vs IBN
+14.2%
-42.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +6.9% | +11.1% | -4.2% | -2.5% |
| 30D | +15.2% | +23.9% | -8.6% | -4.3% |
| 3M | +11.7% | +16.3% | -4.6% | -2.1% |
| 6M | +7.5% | +34.2% | -26.7% | -16.8% |
| YTD | -28.8% | +17.6% | -46.3% | -40.7% |
| All | -28.7% | +14.2% | -42.9% | -39.2% |
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