-14.9%
HAL vs HDB
+63.5%
-78.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +2.9% |
| 7D | +6.1% | +2.7% | +3.3% | +5.0% |
| 30D | +2.9% | +14.1% | -11.2% | -2.6% |
| 3M | +3.3% | +11.8% | -8.5% | -1.8% |
| 6M | -16.9% | +8.2% | -25.1% | -20.8% |
| YTD | +21.2% | -29.3% | +50.5% | +36.7% |
| 1Y | +27.5% | -28.8% | +56.3% | +43.2% |
| 3Y | -6.4% | -7.5% | +1.0% | -10.4% |
| 5Y | +58.0% | -23.1% | +81.1% | +60.8% |
| All | -14.9% | +63.5% | -78.4% | -36.1% |
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