+234.8%
WAT vs HDB
+61.5%
+173.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.7% | +1.5% | +3.4% |
| 7D | +6.0% | +13.7% | -7.7% | +2.2% |
| 30D | +9.9% | +15.8% | -5.9% | +5.2% |
| 3M | +17.2% | +9.2% | +7.9% | +13.8% |
| 6M | +34.2% | +3.2% | +31.1% | +32.0% |
| YTD | +25.5% | -29.4% | +54.9% | +37.5% |
| 1Y | +28.3% | -27.9% | +56.2% | +39.6% |
| 3Y | +88.4% | -5.9% | +94.2% | +85.8% |
| 5Y | +36.1% | -23.5% | +59.6% | +40.7% |
| 10Y | +234.8% | +61.3% | +173.5% | +174.3% |
| All | +234.8% | +61.5% | +173.3% | +174.3% |
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