+153.7%
ACN vs HDB
+61.4%
+92.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +1.0% | +1.4% |
| 7D | +1.6% | +12.7% | -11.2% | -2.4% |
| 30D | +24.6% | +16.6% | +8.0% | +18.5% |
| 3M | +46.2% | +10.8% | +35.4% | +41.2% |
| 6M | +46.2% | +3.8% | +42.3% | +43.4% |
| YTD | -0.9% | -28.9% | +28.0% | +9.4% |
| 1Y | +8.8% | -28.0% | +36.7% | +19.4% |
| 3Y | -14.3% | -7.2% | -7.1% | -15.7% |
| 5Y | -22.6% | -22.2% | -0.4% | -20.4% |
| 10Y | +153.7% | +63.6% | +90.2% | +109.0% |
| All | +153.7% | +61.4% | +92.4% | +109.0% |
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