+70.6%
ACWI vs LH
+80.4%
-9.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | -2.4% | +1.4% | -3.8% | -2.6% |
| 30D | -5.2% | +17.5% | -22.7% | -8.4% |
| 3M | -4.8% | +16.1% | -20.9% | -7.9% |
| 6M | -1.3% | +43.4% | -44.7% | -9.1% |
| YTD | +8.4% | +47.2% | -38.8% | -1.1% |
| 1Y | +11.0% | +50.1% | -39.1% | +0.8% |
| 3Y | +70.6% | +81.2% | -10.6% | +45.8% |
| All | +70.6% | +80.4% | -9.8% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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