-25.3%
HDB vs ACWI
+54.8%
-80.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +13.3% | -2.4% | +15.7% | +15.2% |
| 30D | +13.6% | -5.2% | +18.7% | +17.9% |
| 3M | +5.8% | -4.8% | +10.6% | +9.5% |
| 6M | -1.9% | -1.3% | -0.6% | -1.2% |
| YTD | -31.2% | +8.4% | -39.6% | -35.3% |
| 1Y | -29.6% | +11.0% | -40.6% | -35.0% |
| 3Y | -10.1% | +70.6% | -80.7% | -42.2% |
| All | -25.3% | +54.8% | -80.2% | -46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling