-34.0%
HDB vs WY
-9.1%
-25.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.3% | +6.5% | +6.8% |
| 7D | +0.7% | -4.2% | +4.9% | +1.4% |
| 30D | +1.0% | -10.1% | +11.1% | +2.7% |
| 3M | -2.0% | -8.5% | +6.5% | -0.7% |
| 6M | -18.1% | -3.3% | -14.8% | -17.3% |
| YTD | -36.1% | -4.4% | -31.7% | -35.3% |
| 1Y | -34.0% | -11.5% | -22.6% | -34.1% |
| All | -34.0% | -9.1% | -25.0% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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