+141.3%
ED vs HDB
+61.4%
+79.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | +2.1% | +12.7% | -10.6% | +0.1% |
| 30D | +12.4% | +16.6% | -4.2% | +9.6% |
| 3M | +13.1% | +10.8% | +2.3% | +11.1% |
| 6M | +14.1% | +3.8% | +10.2% | +12.9% |
| YTD | +23.1% | -28.9% | +52.0% | +29.5% |
| 1Y | +25.4% | -28.0% | +53.4% | +31.7% |
| 3Y | +47.9% | -7.2% | +55.0% | +46.6% |
| 5Y | +81.9% | -22.2% | +104.1% | +84.1% |
| 10Y | +141.3% | +63.6% | +77.7% | +107.3% |
| All | +141.3% | +61.4% | +79.9% | +107.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling