+695.3%
HDB vs UUUU
-91.9%
+787.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.1% | -3.1% |
| 7D | -2.0% | +2.8% | -4.9% | -2.2% |
| 30D | -4.9% | +3.4% | -8.3% | -5.2% |
| 3M | -2.3% | -3.9% | +1.6% | -2.5% |
| 6M | -23.7% | -23.2% | -0.5% | -23.0% |
| YTD | -38.5% | +0.6% | -39.0% | -39.7% |
| 1Y | -36.5% | +22.9% | -59.3% | -39.4% |
| 3Y | -28.5% | +98.6% | -127.1% | -36.2% |
| 5Y | -37.4% | +130.2% | -167.6% | -46.5% |
| 10Y | +34.0% | +519.5% | -485.5% | -2.3% |
| All | +695.3% | -91.9% | +787.2% | +503.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling