+64.9%
HDB vs ACWI
+227.3%
-162.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.8% |
| 7D | +6.9% | -0.7% | +7.6% | +7.4% |
| 30D | +15.2% | -2.0% | +17.2% | +17.0% |
| 3M | +11.7% | -2.2% | +13.9% | +13.6% |
| 6M | +7.5% | +1.9% | +5.6% | +5.5% |
| YTD | -28.8% | +12.0% | -40.8% | -35.7% |
| 1Y | -29.1% | +12.5% | -41.6% | -36.3% |
| 3Y | -7.0% | +75.4% | -82.4% | -45.1% |
| 5Y | -22.1% | +61.5% | -83.6% | -50.3% |
| 10Y | +64.9% | +227.1% | -162.2% | -48.7% |
| All | +64.9% | +227.3% | -162.4% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling