-7.2%
HDB vs ACWI
+74.9%
-82.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +0.9% |
| 7D | +12.7% | -0.2% | +12.9% | +12.7% |
| 30D | +16.6% | -3.3% | +19.9% | +18.7% |
| 3M | +10.8% | -3.4% | +14.2% | +12.9% |
| 6M | +3.8% | +0.8% | +3.0% | +3.2% |
| YTD | -28.9% | +10.7% | -39.6% | -33.0% |
| 1Y | -28.0% | +11.6% | -39.6% | -32.3% |
| 3Y | -7.2% | +73.4% | -80.5% | -35.9% |
| All | -7.2% | +74.9% | -82.1% | -35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling