-38.1%
HDB vs SPXU
-85.5%
+47.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -0.7% |
| 7D | -6.2% | +6.4% | -12.5% | -4.9% |
| 30D | -6.2% | +5.9% | -12.2% | -5.0% |
| 3M | -5.9% | -11.7% | +5.8% | -8.0% |
| 6M | -25.9% | -28.7% | +2.8% | -30.2% |
| YTD | -40.2% | -26.4% | -13.9% | -43.2% |
| 1Y | -38.0% | -35.2% | -2.8% | -42.4% |
| 3Y | -30.5% | -79.8% | +49.3% | -48.0% |
| 5Y | -38.1% | -86.1% | +47.9% | -52.7% |
| All | -38.1% | -85.5% | +47.4% | -52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling