+41.5%
HDB vs SPXU
-99.6%
+141.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -2.4% | +9.3% | +6.3% |
| 7D | +0.7% | +2.5% | -1.8% | +1.4% |
| 30D | +1.0% | +4.2% | -3.2% | +2.2% |
| 3M | -2.0% | -9.3% | +7.3% | -3.9% |
| 6M | -18.1% | -30.7% | +12.6% | -24.2% |
| YTD | -36.1% | -28.1% | -8.0% | -40.2% |
| 1Y | -34.0% | -35.2% | +1.2% | -39.6% |
| 3Y | -26.7% | -79.9% | +53.2% | -47.6% |
| 5Y | -33.9% | -86.4% | +52.5% | -52.2% |
| All | +41.5% | -99.6% | +141.0% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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