-37.4%
HDB vs WING
-35.4%
-1.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.0% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | -4.9% | -6.0% | +1.2% | -4.4% |
| 3M | -2.3% | -23.5% | +21.2% | +0.1% |
| 6M | -23.7% | -52.0% | +28.3% | -18.3% |
| YTD | -38.5% | -53.8% | +15.3% | -34.1% |
| 1Y | -36.5% | -63.8% | +27.3% | -30.3% |
| 3Y | -28.5% | -30.8% | +2.3% | -32.1% |
| 5Y | -37.4% | -34.3% | -3.1% | -44.3% |
| All | -37.4% | -35.4% | -1.9% | -44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling