+4.2%
WBD vs HDB
-38.7%
+42.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.0% | 0.0% |
| 7D | -1.7% | -4.9% | +3.2% | +0.3% |
| 30D | +3.9% | -5.8% | +9.7% | +6.3% |
| 3M | +5.1% | -5.2% | +10.3% | +6.5% |
| 6M | +0.6% | -25.7% | +26.3% | +12.4% |
| YTD | -3.2% | -39.6% | +36.4% | +18.4% |
| 1Y | +127.7% | -36.9% | +164.6% | +171.9% |
| 3Y | +146.6% | -29.7% | +176.3% | +172.9% |
| 5Y | +4.2% | -37.8% | +41.9% | +19.1% |
| All | +4.2% | -38.7% | +42.9% | +19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling