+18.5%
ETR vs HDB
-28.3%
+46.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +0.1% | +6.9% | -6.9% | -0.3% |
| 30D | +7.7% | +15.2% | -7.5% | +6.9% |
| 3M | +5.7% | +11.7% | -6.0% | +5.0% |
| 6M | -0.3% | +7.5% | -7.8% | -0.8% |
| YTD | +23.4% | -28.8% | +52.1% | +30.0% |
| 1Y | +18.5% | -29.1% | +47.6% | +25.5% |
| All | +18.5% | -28.3% | +46.7% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling