+66.7%
HDB vs ACWI
+224.5%
-157.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.7% |
| 7D | +2.7% | +2.4% | +0.3% | +0.6% |
| 30D | +14.1% | -1.7% | +15.8% | +15.6% |
| 3M | +11.8% | -3.9% | +15.7% | +15.6% |
| 6M | +8.2% | +0.8% | +7.4% | +7.1% |
| YTD | -29.3% | +11.0% | -40.4% | -35.7% |
| 1Y | -28.8% | +13.1% | -41.9% | -36.2% |
| 3Y | -7.5% | +73.9% | -81.3% | -45.0% |
| 5Y | -23.1% | +59.0% | -82.1% | -50.3% |
| All | +66.7% | +224.5% | -157.8% | -47.4% |
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