-28.0%
HDB vs RVTY
+74.8%
-102.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.8% |
| 7D | +12.7% | -2.7% | +15.4% | +13.1% |
| 30D | +16.6% | +3.2% | +13.4% | +15.6% |
| 3M | +10.8% | +37.2% | -26.4% | +3.0% |
| 6M | +3.8% | +57.7% | -53.9% | -6.5% |
| YTD | -28.9% | +64.8% | -93.7% | -37.8% |
| 1Y | -28.0% | +72.8% | -100.8% | -37.5% |
| All | -28.0% | +74.8% | -102.8% | -37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling