+195.0%
HAL vs HDB
+4,291.4%
-4,096.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.3% |
| 7D | -0.2% | +6.9% | -7.2% | -2.6% |
| 30D | +1.0% | +15.2% | -14.2% | -4.2% |
| 3M | -2.1% | +11.7% | -13.8% | -6.5% |
| 6M | -17.5% | +7.5% | -25.0% | -20.8% |
| YTD | +18.1% | -28.8% | +46.9% | +29.8% |
| 1Y | +19.7% | -29.1% | +48.8% | +31.7% |
| 3Y | -7.9% | -7.0% | -0.9% | -10.5% |
| 5Y | +53.1% | -22.1% | +75.1% | +54.9% |
| 10Y | -16.8% | +64.9% | -81.7% | -36.4% |
| All | +195.0% | +4,291.4% | -4,096.4% | +31.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling