-29.1%
HDB vs ACWI
+13.1%
-42.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.7% |
| 7D | +6.9% | -0.7% | +7.6% | +7.3% |
| 30D | +15.2% | -2.0% | +17.2% | +16.9% |
| 3M | +11.7% | -2.2% | +13.9% | +13.5% |
| 6M | +7.5% | +1.9% | +5.6% | +5.2% |
| YTD | -28.8% | +12.0% | -40.8% | -36.0% |
| 1Y | -29.1% | +12.5% | -41.6% | -36.4% |
| All | -29.1% | +13.1% | -42.2% | -36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling