+452.3%
EWT vs HDB
+63.5%
+388.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.3% | 0.0% |
| 7D | +9.1% | +2.7% | +6.4% | +8.3% |
| 30D | -12.2% | +14.1% | -26.4% | -15.6% |
| 3M | -9.4% | +11.8% | -21.2% | -12.6% |
| 6M | +2.7% | +8.2% | -5.5% | -0.4% |
| YTD | +53.3% | -29.3% | +82.6% | +67.5% |
| 1Y | +59.2% | -28.8% | +88.0% | +73.4% |
| 3Y | +157.1% | -7.5% | +164.6% | +155.7% |
| 5Y | +119.6% | -23.1% | +142.7% | +126.3% |
| All | +452.3% | +63.5% | +388.8% | +341.8% |
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