+66.7%
HDB vs WU
-38.9%
+105.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.1% |
| 7D | +2.7% | -2.0% | +4.8% | +3.3% |
| 30D | +14.1% | +11.4% | +2.7% | +10.6% |
| 3M | +11.8% | -6.8% | +18.6% | +13.8% |
| 6M | +8.2% | -14.6% | +22.8% | +11.9% |
| YTD | -29.3% | -20.6% | -8.7% | -25.6% |
| 1Y | -28.8% | -15.4% | -13.4% | -26.6% |
| 3Y | -7.5% | -23.6% | +16.1% | -4.2% |
| 5Y | -23.1% | -43.4% | +20.3% | -12.9% |
| All | +66.7% | -38.9% | +105.6% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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