+230.8%
RDW vs HDB
-26.2%
+257.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.9% | -9.2% | -4.4% |
| 7D | +0.9% | +0.7% | +0.2% | +0.5% |
| 30D | -21.3% | +1.0% | -22.3% | -21.7% |
| 3M | -37.9% | -2.0% | -35.9% | -38.5% |
| 6M | +12.3% | -18.1% | +30.4% | +18.4% |
| YTD | +39.7% | -36.1% | +75.9% | +60.4% |
| 1Y | +25.7% | -34.0% | +59.7% | +41.6% |
| 3Y | +230.8% | -26.7% | +257.5% | +275.9% |
| All | +230.8% | -26.2% | +257.1% | +275.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling