+67.9%
HDB vs RVTY
+219.4%
-151.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +6.9% | -0.7% | +7.7% | +7.1% |
| 30D | +15.2% | +1.7% | +13.5% | +14.3% |
| 3M | +11.7% | +36.8% | -25.1% | +1.9% |
| 6M | +7.5% | +60.1% | -52.6% | -6.2% |
| YTD | -28.8% | +64.0% | -92.8% | -38.9% |
| 1Y | -29.1% | +68.2% | -97.3% | -39.7% |
| 3Y | -7.0% | +88.8% | -95.8% | -27.0% |
| 5Y | -22.1% | -10.5% | -11.5% | -22.9% |
| All | +67.9% | +219.4% | -151.4% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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