-13.7%
HAL vs HDB
-11.1%
-2.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.0% | -0.3% |
| 7D | -12.0% | +13.3% | -25.3% | -12.1% |
| 30D | +0.3% | +13.6% | -13.3% | +0.2% |
| 3M | -1.6% | +5.8% | -7.4% | -1.6% |
| 6M | -20.5% | -1.9% | -18.6% | -20.3% |
| YTD | +14.2% | -31.2% | +45.4% | +19.0% |
| 1Y | +18.9% | -29.6% | +48.4% | +23.3% |
| 3Y | -13.7% | -10.1% | -3.6% | -18.5% |
| All | -13.7% | -11.1% | -2.6% | -18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling