+4,085.1%
HDB vs TRI
+584.3%
+3,500.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.4% | +0.4% |
| 7D | +2.7% | -2.9% | +5.6% | +4.3% |
| 30D | +14.1% | +3.7% | +10.4% | +10.6% |
| 3M | +11.8% | +3.7% | +8.1% | +6.9% |
| 6M | +8.2% | +35.1% | -27.0% | -14.6% |
| YTD | -29.3% | -14.0% | -15.3% | -30.0% |
| 1Y | -28.8% | -19.0% | -9.8% | -26.9% |
| 3Y | -7.5% | -12.0% | +4.5% | -14.8% |
| 5Y | -23.1% | +0.6% | -23.7% | -36.6% |
| 10Y | +63.7% | +225.4% | -161.7% | -45.0% |
| All | +4,085.1% | +584.3% | +3,500.8% | +742.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling