+291.6%
ETR vs HDB
+32.9%
+258.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.3% | -1.1% |
| 7D | -1.9% | -6.2% | +4.3% | -0.5% |
| 30D | -0.2% | -6.2% | +6.0% | +1.2% |
| 3M | -3.7% | -5.9% | +2.1% | -2.8% |
| 6M | +2.1% | -25.9% | +28.0% | +8.7% |
| YTD | +16.5% | -40.2% | +56.7% | +30.4% |
| 1Y | +22.5% | -38.0% | +60.5% | +35.8% |
| 3Y | +144.7% | -30.5% | +175.2% | +159.5% |
| 5Y | +125.2% | -38.1% | +163.3% | +142.5% |
| All | +291.6% | +32.9% | +258.6% | +242.6% |
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 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