+66.7%
HDB vs MDY
+165.3%
-98.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +2.7% | +2.3% | +0.5% | +1.3% |
| 30D | +14.1% | +2.0% | +12.1% | +12.5% |
| 3M | +11.8% | -5.6% | +17.5% | +15.9% |
| 6M | +8.2% | +1.3% | +6.9% | +7.2% |
| YTD | -29.3% | +12.3% | -41.6% | -34.5% |
| 1Y | -28.8% | +15.8% | -44.6% | -35.4% |
| 3Y | -7.5% | +56.5% | -64.0% | -33.3% |
| 5Y | -23.1% | +35.1% | -58.2% | -39.2% |
| All | +66.7% | +165.3% | -98.6% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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