+433.9%
HDB vs SPXU
-100.0%
+533.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | 0.0% |
| 7D | +0.4% | -0.1% | +0.5% | +0.4% |
| 30D | -2.8% | +0.8% | -3.6% | -2.5% |
| 3M | -3.5% | -4.7% | +1.2% | -4.3% |
| 6M | -24.7% | -29.6% | +4.9% | -31.1% |
| YTD | -36.6% | -29.9% | -6.7% | -41.8% |
| 1Y | -34.4% | -39.1% | +4.7% | -42.1% |
| 3Y | -24.4% | -80.0% | +55.6% | -49.6% |
| 5Y | -35.4% | -86.0% | +50.7% | -56.0% |
| 10Y | +39.5% | -99.5% | +139.1% | -60.2% |
| All | +433.9% | -100.0% | +533.8% | -57.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling