-38.1%
HDB vs UUUU
+111.0%
-149.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.3% | +5.2% | -0.7% |
| 7D | -6.2% | -5.0% | -1.2% | -5.9% |
| 30D | -6.2% | -7.8% | +1.6% | -5.8% |
| 3M | -5.9% | -0.4% | -5.4% | -6.2% |
| 6M | -25.9% | -32.9% | +7.0% | -24.6% |
| YTD | -40.2% | -6.3% | -34.0% | -41.2% |
| 1Y | -38.0% | +7.9% | -45.9% | -40.5% |
| 3Y | -30.5% | +85.2% | -115.7% | -38.9% |
| 5Y | -38.1% | +97.0% | -135.1% | -48.5% |
| All | -38.1% | +111.0% | -149.1% | -48.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling