-28.5%
HDB vs SPXU
-80.6%
+52.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -2.7% |
| 7D | -2.0% | -1.5% | -0.6% | -2.3% |
| 30D | -4.9% | +3.7% | -8.6% | -4.3% |
| 3M | -2.3% | -9.6% | +7.3% | -3.6% |
| 6M | -23.7% | -32.4% | +8.6% | -27.7% |
| YTD | -38.5% | -28.7% | -9.8% | -41.2% |
| 1Y | -36.5% | -38.2% | +1.8% | -40.3% |
| 3Y | -28.5% | -80.4% | +52.0% | -43.4% |
| All | -28.5% | -80.6% | +52.1% | -43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling