-29.1%
HDB vs Q
+75.8%
-104.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.8% | +0.8% |
| 7D | +12.7% | +4.0% | +8.7% | +12.3% |
| 30D | +16.6% | -2.3% | +18.9% | +16.7% |
| 3M | +10.8% | -7.9% | +18.7% | +11.3% |
| 6M | +3.8% | -16.0% | +19.8% | +4.6% |
| YTD | -28.9% | +51.7% | -80.6% | -30.7% |
| 1Y | -28.0% | +28.3% | -56.3% | -30.1% |
| All | -29.1% | +75.8% | -104.9% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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