+467.7%
HDB vs ACWI
+330.1%
+137.6%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.8% | +5.3% | +6.0% |
| 7D | +13.3% | -4.0% | +17.3% | +18.5% |
| 30D | +10.2% | -5.8% | +16.0% | +17.7% |
| 3M | +3.6% | -5.0% | +8.6% | +9.6% |
| 6M | -0.5% | +0.7% | -1.2% | -2.0% |
| YTD | -32.4% | +8.4% | -40.8% | -38.9% |
| 1Y | -31.1% | +10.1% | -41.2% | -38.9% |
| 3Y | -12.6% | +70.8% | -83.4% | -55.7% |
| 5Y | -25.7% | +55.4% | -81.0% | -58.3% |
| 10Y | +56.5% | +223.3% | -166.8% | -67.4% |
| All | +467.7% | +330.1% | +137.6% | -3.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling