+199.8%
EWT vs HDB
-30.2%
+230.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.6% |
| 7D | +2.1% | -4.9% | +7.0% | +3.4% |
| 30D | +9.4% | -5.8% | +15.2% | +10.9% |
| 3M | +10.9% | -5.2% | +16.1% | +11.7% |
| 6M | +57.9% | -25.7% | +83.6% | +68.9% |
| YTD | +75.9% | -39.6% | +115.5% | +97.1% |
| 1Y | +89.7% | -36.9% | +126.6% | +109.9% |
| All | +199.8% | -30.2% | +230.0% | +217.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling