+63.6%
HDB vs ACWI
+220.7%
-157.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +1.1% |
| 7D | +12.7% | -0.2% | +12.9% | +12.7% |
| 30D | +16.6% | -3.3% | +19.9% | +19.8% |
| 3M | +10.8% | -3.4% | +14.2% | +13.9% |
| 6M | +3.8% | +0.8% | +3.0% | +2.8% |
| YTD | -28.9% | +10.7% | -39.6% | -35.1% |
| 1Y | -28.0% | +11.6% | -39.6% | -34.8% |
| 3Y | -7.2% | +73.4% | -80.5% | -44.7% |
| 5Y | -22.2% | +60.2% | -82.4% | -50.1% |
| 10Y | +63.6% | +221.6% | -158.0% | -48.5% |
| All | +63.6% | +220.7% | -157.1% | -48.5% |
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