-28.5%
HDB vs QID
-74.5%
+46.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.0% |
| 7D | -2.0% | -2.7% | +0.7% | -2.4% |
| 30D | -4.9% | +1.8% | -6.7% | -4.6% |
| 3M | -2.3% | -2.2% | -0.1% | -2.2% |
| 6M | -23.7% | -32.1% | +8.4% | -27.4% |
| YTD | -38.5% | -28.6% | -9.9% | -41.0% |
| 1Y | -36.5% | -36.3% | -0.1% | -39.8% |
| 3Y | -28.5% | -74.4% | +46.0% | -40.0% |
| All | -28.5% | -74.5% | +46.0% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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