+735.9%
EQT vs HDB
+3,626.5%
-2,890.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.4% |
| 7D | -2.0% | -4.9% | +2.9% | -0.7% |
| 30D | +1.0% | -5.8% | +6.9% | +2.7% |
| 3M | +4.0% | -5.2% | +9.2% | +5.0% |
| 6M | -11.7% | -25.7% | +14.0% | -5.0% |
| YTD | +2.8% | -39.6% | +42.4% | +16.9% |
| 1Y | +10.0% | -36.9% | +46.9% | +23.3% |
| 3Y | +34.1% | -29.7% | +63.9% | +43.1% |
| 5Y | +195.3% | -37.8% | +233.0% | +221.0% |
| 10Y | +51.6% | +33.7% | +17.8% | +25.3% |
| All | +735.9% | +3,626.5% | -2,890.6% | +298.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling