+11.3%
IVV vs HDB
-27.5%
+38.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.0% | -0.5% |
| 7D | -0.6% | +12.7% | -13.3% | -2.3% |
| 30D | -3.7% | +16.6% | -20.3% | -5.9% |
| 3M | -2.7% | +10.8% | -13.5% | -4.2% |
| 6M | +2.2% | +3.8% | -1.6% | +1.3% |
| YTD | +10.9% | -28.9% | +39.8% | +12.2% |
| 1Y | +11.3% | -28.0% | +39.3% | +12.3% |
| All | +11.3% | -27.5% | +38.8% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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