+232.1%
HAL vs HDB
+3,812.1%
-3,580.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | +2.9% | +0.4% | +2.5% | +2.8% |
| 30D | +17.0% | -2.8% | +19.8% | +18.1% |
| 3M | -9.7% | -3.5% | -6.1% | -9.3% |
| 6M | +8.6% | -24.7% | +33.3% | +18.1% |
| YTD | +33.0% | -36.6% | +69.5% | +53.1% |
| 1Y | +68.3% | -34.4% | +102.7% | +91.0% |
| 3Y | +0.1% | -24.4% | +24.5% | +5.2% |
| 5Y | +102.6% | -35.4% | +138.0% | +120.6% |
| 10Y | +3.8% | +39.5% | -35.7% | -15.4% |
| All | +232.1% | +3,812.1% | -3,580.0% | +54.6% |
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