+194.7%
IWD vs HDB
+34.0%
+160.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.0% | +2.2% | 0.0% |
| 7D | -0.2% | -2.0% | +1.9% | +0.4% |
| 30D | -0.8% | -4.9% | +4.1% | +0.6% |
| 3M | +8.0% | -2.3% | +10.3% | +8.2% |
| 6M | +18.2% | -23.7% | +41.9% | +26.7% |
| YTD | +22.3% | -38.5% | +60.8% | +39.5% |
| 1Y | +28.9% | -36.5% | +65.3% | +45.3% |
| 3Y | +71.5% | -28.5% | +100.0% | +83.2% |
| 5Y | +73.6% | -37.4% | +111.0% | +89.8% |
| 10Y | +194.7% | +34.0% | +160.7% | +154.1% |
| All | +194.7% | +34.0% | +160.7% | +154.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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