+17.4%
HAL vs HDB
-27.9%
+45.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.5% | +0.7% |
| 7D | -7.9% | +13.7% | -21.6% | -5.3% |
| 30D | -2.1% | +15.8% | -17.9% | +1.2% |
| 3M | +0.4% | +9.2% | -8.8% | +2.6% |
| 6M | -19.2% | +3.2% | -22.4% | -18.1% |
| YTD | +14.4% | -29.4% | +43.7% | +5.4% |
| All | +17.4% | -27.9% | +45.3% | +7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling