+61.3%
HDB vs ACWI
+226.8%
-165.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +0.4% |
| 7D | +13.7% | +0.3% | +13.4% | +13.2% |
| 30D | +15.8% | -2.8% | +18.7% | +18.5% |
| 3M | +9.2% | -3.2% | +12.4% | +12.1% |
| 6M | +3.2% | +1.3% | +1.9% | +1.7% |
| YTD | -29.4% | +11.2% | -40.6% | -35.8% |
| 1Y | -27.9% | +13.8% | -41.7% | -35.8% |
| 3Y | -5.9% | +76.2% | -82.1% | -44.7% |
| 5Y | -23.5% | +59.5% | -83.0% | -50.7% |
| 10Y | +61.3% | +222.2% | -160.9% | -49.5% |
| All | +61.3% | +226.8% | -165.5% | -49.5% |
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