+859.6%
IVV vs HDB
+4,068.7%
-3,209.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.5% | -5.9% | -4.8% |
| 7D | -4.8% | +13.3% | -18.1% | -8.0% |
| 30D | -5.9% | +10.2% | -16.1% | -8.5% |
| 3M | -4.5% | +3.6% | -8.1% | -5.8% |
| 6M | +1.8% | -0.5% | +2.4% | +1.2% |
| YTD | +8.4% | -32.4% | +40.8% | +19.2% |
| 1Y | +9.4% | -31.1% | +40.5% | +19.6% |
| 3Y | +75.3% | -12.6% | +87.9% | +76.5% |
| 5Y | +67.8% | -25.7% | +93.4% | +74.3% |
| 10Y | +314.2% | +56.5% | +257.7% | +236.0% |
| All | +859.6% | +4,068.7% | -3,209.1% | +286.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling