+150.1%
EXE vs HDB
-31.4%
+181.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +2.2% |
| 7D | -2.2% | +12.7% | -14.9% | -4.1% |
| 30D | -0.3% | +16.6% | -16.9% | -2.8% |
| 3M | -9.3% | +10.8% | -20.1% | -11.0% |
| 6M | -7.2% | +3.8% | -11.1% | -8.2% |
| YTD | -18.9% | -28.9% | +10.0% | -13.7% |
| 1Y | -21.7% | -28.0% | +6.3% | -16.9% |
| 3Y | +21.0% | -7.2% | +28.1% | +19.6% |
| 5Y | +76.0% | -22.2% | +98.2% | +81.5% |
| All | +150.1% | -31.4% | +181.5% | +160.8% |
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