+4,236.8%
HDB vs IVZ
+117.9%
+4,119.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +12.7% | +2.2% | +10.6% | +11.5% |
| 30D | +16.6% | -2.2% | +18.8% | +17.1% |
| 3M | +10.8% | -8.4% | +19.2% | +14.1% |
| 6M | +3.8% | +6.2% | -2.3% | +0.1% |
| YTD | -28.9% | +12.4% | -41.3% | -33.7% |
| 1Y | -28.0% | +26.0% | -54.0% | -36.1% |
| 3Y | -7.2% | +147.9% | -155.0% | -40.7% |
| 5Y | -22.2% | +38.8% | -61.0% | -39.2% |
| 10Y | +63.6% | +44.6% | +19.0% | +8.2% |
| All | +4,236.8% | +117.9% | +4,119.0% | +1,824.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 all: compounded portfolio wealth divided by compounded IVZ 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…
all analysis · Full analysis span regression · 6 months rolling