+4,211.8%
HDB vs MDY
+877.0%
+3,334.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | +2.7% | +2.3% | +0.5% | +0.6% |
| 30D | +14.1% | +2.0% | +12.1% | +11.8% |
| 3M | +11.8% | -5.6% | +17.5% | +17.8% |
| 6M | +8.2% | +1.3% | +6.9% | +6.5% |
| YTD | -29.3% | +12.3% | -41.6% | -37.0% |
| 1Y | -28.8% | +15.8% | -44.6% | -38.4% |
| 3Y | -7.5% | +56.5% | -64.0% | -42.9% |
| 5Y | -23.1% | +35.1% | -58.2% | -46.6% |
| 10Y | +63.7% | +167.4% | -103.7% | -49.1% |
| All | +4,211.8% | +877.0% | +3,334.8% | +345.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling