-7.2%
HDB vs WING
-16.7%
+9.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.2% | +4.8% | +1.0% |
| 7D | +12.7% | +5.0% | +7.8% | +12.3% |
| 30D | +16.6% | +38.7% | -22.1% | +13.7% |
| 3M | +10.8% | +44.7% | -33.9% | +7.5% |
| 6M | +3.8% | +31.5% | -27.7% | +1.1% |
| YTD | -28.9% | -28.4% | -0.5% | -28.7% |
| 1Y | -28.0% | -28.2% | +0.2% | -27.8% |
| 3Y | -7.2% | -18.4% | +11.3% | +3.7% |
| All | -7.2% | -16.7% | +9.6% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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