-19.1%
HAL vs HDB
+61.5%
-80.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.5% | -0.9% |
| 7D | -7.9% | +13.7% | -21.6% | -12.5% |
| 30D | -2.1% | +15.8% | -17.9% | -7.8% |
| 3M | +0.4% | +9.2% | -8.8% | -3.7% |
| 6M | -19.2% | +3.2% | -22.4% | -21.5% |
| YTD | +14.4% | -29.4% | +43.7% | +29.0% |
| 1Y | +18.0% | -27.9% | +45.9% | +31.7% |
| 3Y | -9.7% | -5.9% | -3.8% | -14.2% |
| 5Y | +40.1% | -23.5% | +63.6% | +43.1% |
| 10Y | -19.1% | +61.3% | -80.4% | -39.2% |
| All | -19.1% | +61.5% | -80.6% | -39.2% |
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