+642.9%
WDC vs HDB
+63.5%
+579.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.2% |
| 7D | +12.1% | +2.7% | +9.3% | +11.0% |
| 30D | -18.8% | +14.1% | -32.9% | -23.4% |
| 3M | -39.3% | +11.8% | -51.1% | -42.5% |
| 6M | -40.1% | +8.2% | -48.3% | -42.9% |
| YTD | +71.8% | -29.3% | +101.1% | +94.4% |
| 1Y | +88.5% | -28.8% | +117.3% | +112.2% |
| 3Y | +770.0% | -7.5% | +777.5% | +749.0% |
| 5Y | +549.0% | -23.1% | +572.1% | +573.8% |
| All | +642.9% | +63.5% | +579.3% | +455.3% |
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