-29.1%
HDB vs IRE
-97.4%
+68.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +12.1% | -12.0% | +0.2% |
| 7D | +6.9% | -15.1% | +22.1% | +6.9% |
| 30D | +15.2% | -71.4% | +86.6% | +14.8% |
| 3M | +11.7% | -81.2% | +92.9% | +11.3% |
| 6M | +7.5% | -93.7% | +101.3% | +8.0% |
| YTD | -28.8% | -92.2% | +63.4% | -28.8% |
| 1Y | -29.1% | -97.3% | +68.2% | -29.8% |
| All | -29.1% | -97.4% | +68.3% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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