+3,769.4%
HDB vs IVZ
+149.6%
+3,619.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.9% |
| 7D | +0.4% | +0.6% | -0.2% | +0.1% |
| 30D | -2.8% | +4.0% | -6.8% | -4.5% |
| 3M | -3.5% | +18.2% | -21.7% | -10.4% |
| 6M | -24.7% | +32.8% | -57.5% | -33.5% |
| YTD | -36.6% | +28.7% | -65.3% | -43.8% |
| 1Y | -34.4% | +55.4% | -89.7% | -46.4% |
| 3Y | -24.4% | +135.2% | -159.6% | -50.5% |
| 5Y | -35.4% | +64.2% | -99.5% | -52.9% |
| 10Y | +39.5% | +64.6% | -25.1% | -12.2% |
| All | +3,769.4% | +149.6% | +3,619.9% | +1,533.4% |
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