+502.6%
EWT vs HDB
+32.9%
+469.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.5% | -2.2% |
| 7D | -1.1% | -6.2% | +5.1% | +0.7% |
| 30D | +4.8% | -6.2% | +11.0% | +6.6% |
| 3M | +11.1% | -5.9% | +17.0% | +12.5% |
| 6M | +54.6% | -25.9% | +80.5% | +67.4% |
| YTD | +71.4% | -40.2% | +111.7% | +97.1% |
| 1Y | +82.1% | -38.0% | +120.1% | +106.7% |
| 3Y | +193.2% | -30.5% | +223.7% | +217.4% |
| 5Y | +146.1% | -38.1% | +184.2% | +170.6% |
| All | +502.6% | +32.9% | +469.7% | +421.4% |
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