+40.5%
EEM vs HDB
-34.6%
+75.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.3% | +1.9% |
| 7D | +2.3% | +0.4% | +1.9% | +2.2% |
| 30D | +4.5% | -2.8% | +7.3% | +5.3% |
| 3M | -0.1% | -3.5% | +3.5% | -0.1% |
| 6M | +16.9% | -24.7% | +41.7% | +22.2% |
| YTD | +26.2% | -36.6% | +62.8% | +32.6% |
| 1Y | +40.5% | -34.4% | +74.9% | +46.8% |
| All | +40.5% | -34.6% | +75.1% | +46.8% |
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