+41.5%
HDB vs RRX
+228.4%
-186.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +3.7% | +3.2% | +5.9% |
| 7D | +0.7% | -0.3% | +1.0% | +0.8% |
| 30D | +1.0% | -6.1% | +7.1% | +2.6% |
| 3M | -2.0% | -23.1% | +21.1% | +3.5% |
| 6M | -18.1% | -19.5% | +1.4% | -15.4% |
| YTD | -36.1% | +16.1% | -52.2% | -40.8% |
| 1Y | -34.0% | +12.9% | -47.0% | -38.9% |
| 3Y | -26.7% | +7.9% | -34.6% | -34.9% |
| 5Y | -33.9% | +19.1% | -53.0% | -45.4% |
| All | +41.5% | +228.4% | -186.9% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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