+11.4%
WBD vs HDB
+42.1%
-30.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.9% | -7.4% | -2.7% |
| 7D | -0.7% | +0.7% | -1.4% | -1.1% |
| 30D | +1.4% | +1.0% | +0.4% | +0.9% |
| 3M | +4.4% | -2.0% | +6.4% | +4.5% |
| 6M | +0.8% | -18.1% | +18.9% | +6.3% |
| YTD | -2.7% | -36.1% | +33.4% | +10.9% |
| 1Y | +73.4% | -34.0% | +107.5% | +95.1% |
| 3Y | +142.1% | -26.7% | +168.8% | +159.7% |
| 5Y | +7.2% | -33.9% | +41.1% | +16.1% |
| All | +11.4% | +42.1% | -30.7% | +2.1% |
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