+128.5%
EEM vs HDB
+42.1%
+86.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.9% | -5.6% | -1.0% |
| 7D | -1.3% | +0.7% | -1.9% | -1.6% |
| 30D | +2.1% | +1.0% | +1.1% | +1.6% |
| 3M | +1.0% | -2.0% | +3.0% | +1.0% |
| 6M | +15.9% | -18.1% | +34.0% | +23.0% |
| YTD | +24.6% | -36.1% | +60.8% | +43.4% |
| 1Y | +32.3% | -34.0% | +66.3% | +50.2% |
| 3Y | +85.9% | -26.7% | +112.6% | +99.8% |
| 5Y | +45.4% | -33.9% | +79.2% | +58.7% |
| All | +128.5% | +42.1% | +86.5% | +86.5% |
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