+477.8%
HDB vs ACWI
+330.0%
+147.9%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +13.3% | -2.4% | +15.7% | +16.3% |
| 30D | +13.6% | -5.2% | +18.7% | +20.4% |
| 3M | +5.8% | -4.8% | +10.6% | +11.7% |
| 6M | -1.9% | -1.3% | -0.6% | -1.0% |
| YTD | -31.2% | +8.4% | -39.6% | -37.8% |
| 1Y | -29.6% | +11.0% | -40.6% | -38.2% |
| 3Y | -10.1% | +70.6% | -80.7% | -54.3% |
| 5Y | -24.3% | +55.3% | -79.6% | -57.5% |
| 10Y | +59.3% | +223.2% | -163.9% | -66.8% |
| All | +477.8% | +330.0% | +147.9% | -1.7% |
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