-28.8%
HDB vs WU
-15.0%
-13.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.2% |
| 7D | +2.7% | -2.0% | +4.8% | +3.1% |
| 30D | +14.1% | +11.4% | +2.7% | +12.2% |
| 3M | +11.8% | -6.8% | +18.6% | +12.3% |
| 6M | +8.2% | -14.6% | +22.8% | +10.1% |
| YTD | -29.3% | -20.6% | -8.7% | -26.6% |
| 1Y | -28.8% | -15.4% | -13.4% | -26.8% |
| All | -28.8% | -15.0% | -13.8% | -26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling