-32.9%
HDB vs UUUU
-55.1%
+22.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.8% | +6.4% | +5.6% |
| 7D | +12.9% | -14.4% | +27.3% | +13.3% |
| 30D | +10.0% | -33.6% | +43.7% | +11.0% |
| 3M | +1.8% | -44.2% | +46.0% | +3.0% |
| 6M | -2.1% | -66.8% | +64.7% | +0.4% |
| YTD | -33.4% | -50.6% | +17.2% | -31.5% |
| 1Y | -32.9% | -57.8% | +24.9% | -31.1% |
| All | -32.9% | -55.1% | +22.3% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling