+393.0%
EFA vs HDB
+3,234.1%
-2,841.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.5% | +0.4% |
| 7D | +1.2% | -2.0% | +3.2% | +1.8% |
| 30D | -0.7% | -4.9% | +4.1% | +0.8% |
| 3M | +6.4% | -2.3% | +8.7% | +6.7% |
| 6M | +11.4% | -23.7% | +35.1% | +20.5% |
| YTD | +14.0% | -38.5% | +52.5% | +31.9% |
| 1Y | +20.2% | -36.5% | +56.7% | +37.4% |
| 3Y | +68.2% | -28.5% | +96.7% | +81.7% |
| 5Y | +54.8% | -37.4% | +92.2% | +71.6% |
| 10Y | +142.4% | +34.0% | +108.4% | +97.6% |
| All | +393.0% | +3,234.1% | -2,841.1% | +72.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling