+105.3%
HAL vs HDB
-35.4%
+140.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +2.9% | +0.4% | +2.5% | +2.9% |
| 30D | +17.0% | -2.8% | +19.8% | +17.5% |
| 3M | -9.7% | -3.5% | -6.1% | -9.6% |
| 6M | +8.6% | -24.7% | +33.3% | +13.4% |
| YTD | +33.0% | -36.6% | +69.5% | +43.5% |
| 1Y | +68.3% | -34.4% | +102.7% | +80.0% |
| 3Y | +0.1% | -24.4% | +24.5% | +2.2% |
| All | +105.3% | -35.4% | +140.7% | +126.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling