+141.0%
WBD vs HDB
-30.2%
+171.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.0% | -0.2% |
| 7D | -1.7% | -4.9% | +3.2% | -0.3% |
| 30D | +3.9% | -5.8% | +9.7% | +5.6% |
| 3M | +5.1% | -5.2% | +10.3% | +6.1% |
| 6M | +0.6% | -25.7% | +26.3% | +9.5% |
| YTD | -3.2% | -39.6% | +36.4% | +13.2% |
| 1Y | +127.7% | -36.9% | +164.6% | +161.1% |
| All | +141.0% | -30.2% | +171.2% | +148.8% |
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