+88.5%
ACN vs HDB
+32.4%
+56.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.2% |
| 7D | -6.3% | -4.9% | -1.5% | -4.8% |
| 30D | -1.4% | -5.8% | +4.5% | +0.5% |
| 3M | +2.6% | -5.2% | +7.8% | +3.7% |
| 6M | -14.3% | -25.7% | +11.4% | -6.6% |
| YTD | -33.1% | -39.6% | +6.4% | -22.2% |
| 1Y | -28.8% | -36.9% | +8.1% | -18.5% |
| 3Y | -43.0% | -29.7% | -13.2% | -38.4% |
| 5Y | -44.0% | -37.8% | -6.2% | -38.1% |
| 10Y | +88.5% | +33.7% | +54.8% | +66.0% |
| All | +88.5% | +32.4% | +56.1% | +66.0% |
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