+298.2%
WBD vs HDB
+1,016.4%
-718.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -1.8% | +0.4% | -2.2% | -2.0% |
| 30D | +8.8% | -2.8% | +11.6% | +9.7% |
| 3M | +4.6% | -3.5% | +8.2% | +5.4% |
| 6M | +1.1% | -24.7% | +25.8% | +9.9% |
| YTD | -2.0% | -36.6% | +34.6% | +12.6% |
| 1Y | +140.0% | -34.4% | +174.4% | +172.1% |
| 3Y | +144.4% | -24.4% | +168.8% | +160.9% |
| 5Y | -0.2% | -35.4% | +35.1% | +11.1% |
| 10Y | +9.1% | +39.5% | -30.4% | -12.1% |
| All | +298.2% | +1,016.4% | -718.2% | +54.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling