+1.2%
HAL vs HDB
+34.0%
-32.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | +0.5% |
| 7D | +0.5% | -2.0% | +2.5% | +1.3% |
| 30D | +15.9% | -4.9% | +20.8% | +18.1% |
| 3M | -8.7% | -2.3% | -6.4% | -8.9% |
| 6M | +9.0% | -23.7% | +32.8% | +19.5% |
| YTD | +32.0% | -38.5% | +70.5% | +58.2% |
| 1Y | +72.5% | -36.5% | +108.9% | +103.0% |
| 3Y | -4.5% | -28.5% | +23.9% | +2.8% |
| 5Y | +109.7% | -37.4% | +147.0% | +135.5% |
| 10Y | +1.2% | +34.0% | -32.8% | -16.3% |
| All | +1.2% | +34.0% | -32.8% | -16.3% |
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