+195.6%
EQT vs HDB
-38.7%
+234.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.8% |
| 7D | -1.2% | -6.2% | +5.0% | -0.1% |
| 30D | +1.1% | -6.2% | +7.3% | +2.2% |
| 3M | +4.8% | -5.9% | +10.7% | +5.4% |
| 6M | -10.6% | -25.9% | +15.3% | -6.1% |
| YTD | +3.4% | -40.2% | +43.7% | +13.4% |
| 1Y | +8.7% | -38.0% | +46.7% | +18.1% |
| 3Y | +35.0% | -30.5% | +65.4% | +40.8% |
| All | +195.6% | -38.7% | +234.3% | +216.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling