-19.1%
HAL vs ACWI
+226.8%
-246.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -3.5% |
| 7D | -7.9% | +0.3% | -8.2% | -8.6% |
| 30D | -2.1% | -2.8% | +0.8% | +1.5% |
| 3M | +0.4% | -3.2% | +3.6% | +4.3% |
| 6M | -19.2% | +1.3% | -20.5% | -22.2% |
| YTD | +14.4% | +11.2% | +3.1% | -5.3% |
| 1Y | +18.0% | +13.8% | +4.2% | -5.7% |
| 3Y | -9.7% | +76.2% | -85.9% | -63.4% |
| 5Y | +40.1% | +59.5% | -19.3% | -34.0% |
| 10Y | -19.1% | +222.2% | -241.3% | -84.1% |
| All | -19.1% | +226.8% | -246.0% | -84.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling