+494.9%
HDB vs SPXU
-100.0%
+594.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.8% |
| 7D | +2.7% | -7.6% | +10.3% | +0.5% |
| 30D | +14.1% | +5.3% | +8.8% | +16.4% |
| 3M | +11.8% | +9.6% | +2.2% | +15.8% |
| 6M | +8.2% | -4.5% | +12.7% | +8.2% |
| YTD | -29.3% | -25.9% | -3.4% | -33.7% |
| 1Y | -28.8% | -28.9% | +0.1% | -33.9% |
| 3Y | -7.5% | -80.5% | +73.0% | -38.8% |
| 5Y | -23.1% | -83.4% | +60.3% | -44.5% |
| 10Y | +63.7% | -99.5% | +163.2% | -52.4% |
| All | +494.9% | -100.0% | +594.9% | -51.5% |
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