+238.8%
EQX vs HDB
-1.5%
+240.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.9% | -5.2% | +0.2% |
| 7D | -3.2% | +0.7% | -3.9% | -3.4% |
| 30D | +7.8% | +1.0% | +6.8% | +7.5% |
| 3M | +21.3% | -2.0% | +23.3% | +21.5% |
| 6M | -22.4% | -18.1% | -4.3% | -19.4% |
| YTD | -11.3% | -36.1% | +24.8% | -3.9% |
| 1Y | +13.5% | -34.0% | +47.6% | +22.1% |
| 3Y | +162.1% | -26.7% | +188.8% | +174.4% |
| 5Y | +84.2% | -33.9% | +118.1% | +92.4% |
| All | +238.8% | -1.5% | +240.3% | +267.7% |
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