+32.4%
HDB vs RGEN
+414.1%
-381.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -6.2% | -2.9% | -3.3% | -5.8% |
| 30D | -6.2% | -0.1% | -6.2% | -6.3% |
| 3M | -5.9% | +25.9% | -31.8% | -9.2% |
| 6M | -25.9% | +35.2% | -61.1% | -29.5% |
| YTD | -40.2% | +0.5% | -40.7% | -40.9% |
| 1Y | -38.0% | +37.0% | -75.0% | -41.5% |
| 3Y | -30.5% | +2.0% | -32.5% | -34.1% |
| 5Y | -38.1% | -44.2% | +6.1% | -38.0% |
| All | +32.4% | +414.1% | -381.7% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RGEN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling