+41.5%
HDB vs TRI
+196.2%
-154.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.7% | +5.2% | +6.4% |
| 7D | +0.7% | -7.9% | +8.6% | +2.9% |
| 30D | +1.0% | -4.5% | +5.5% | +2.0% |
| 3M | -2.0% | +22.1% | -24.1% | -8.7% |
| 6M | -18.1% | -2.8% | -15.3% | -18.9% |
| YTD | -36.1% | -23.4% | -12.7% | -31.7% |
| 1Y | -34.0% | -41.5% | +7.5% | -21.6% |
| 3Y | -26.7% | -19.2% | -7.5% | -27.2% |
| 5Y | -33.9% | -9.4% | -24.5% | -39.0% |
| All | +41.5% | +196.2% | -154.7% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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