+251.1%
EQX vs HDB
-6.8%
+257.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.4% | +2.0% |
| 7D | +1.7% | -4.9% | +6.6% | +2.8% |
| 30D | +11.1% | -5.8% | +16.9% | +12.5% |
| 3M | +23.1% | -5.2% | +28.3% | +24.2% |
| 6M | -21.8% | -25.7% | +3.9% | -17.2% |
| YTD | -8.1% | -39.6% | +31.5% | +0.8% |
| 1Y | +29.7% | -36.9% | +66.6% | +40.9% |
| 3Y | +179.9% | -29.7% | +209.6% | +195.9% |
| 5Y | +82.5% | -37.8% | +120.3% | +93.0% |
| All | +251.1% | -6.8% | +257.9% | +285.6% |
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