+39.7%
HAL vs ACWI
+54.8%
-15.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | -12.0% | -2.4% | -9.6% | -10.1% |
| 30D | +0.3% | -5.2% | +5.5% | +5.2% |
| 3M | -1.6% | -4.8% | +3.2% | +2.7% |
| 6M | -20.5% | -1.3% | -19.2% | -20.3% |
| YTD | +14.2% | +8.4% | +5.8% | +3.2% |
| 1Y | +18.9% | +11.0% | +7.8% | +4.6% |
| 3Y | -13.7% | +70.6% | -84.3% | -51.5% |
| All | +39.7% | +54.8% | -15.1% | -11.0% |
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