-4.9%
EQT vs HDB
-32.8%
+28.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.6% | -8.7% | -2.9% |
| 7D | -6.6% | +12.9% | -19.5% | -6.1% |
| 30D | +2.7% | +10.0% | -7.3% | +3.2% |
| 3M | -0.2% | +1.8% | -2.0% | 0.0% |
| 6M | -10.6% | -2.1% | -8.5% | -10.3% |
| YTD | -1.2% | -33.4% | +32.3% | -2.5% |
| 1Y | -4.9% | -32.9% | +28.0% | -6.1% |
| All | -4.9% | -32.8% | +28.0% | -6.1% |
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