+3,769.4%
HDB vs MDY
+902.0%
+2,867.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.6% | -0.5% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | -2.8% | -1.5% | -1.3% | -1.6% |
| 3M | -3.5% | +0.8% | -4.3% | -4.4% |
| 6M | -24.7% | +7.4% | -32.1% | -29.6% |
| YTD | -36.6% | +15.2% | -51.8% | -44.7% |
| 1Y | -34.4% | +16.5% | -50.9% | -43.7% |
| 3Y | -24.4% | +46.8% | -71.2% | -50.3% |
| 5Y | -35.4% | +46.0% | -81.4% | -58.5% |
| 10Y | +39.5% | +172.1% | -132.5% | -57.3% |
| All | +3,769.4% | +902.0% | +2,867.5% | +291.4% |
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