+28.2%
HAL vs ACWI
+356.8%
-328.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.5% |
| 7D | +2.9% | +0.5% | +2.4% | +2.2% |
| 30D | +17.0% | +0.9% | +16.2% | +15.4% |
| 3M | -9.7% | +2.4% | -12.0% | -13.4% |
| 6M | +8.6% | +12.4% | -3.7% | -10.0% |
| YTD | +33.0% | +15.2% | +17.8% | +6.3% |
| 1Y | +68.3% | +22.7% | +45.6% | +22.6% |
| 3Y | +0.1% | +75.8% | -75.7% | -56.7% |
| 5Y | +102.6% | +67.7% | +34.9% | -7.3% |
| 10Y | +3.8% | +229.0% | -225.2% | -79.1% |
| All | +28.2% | +356.8% | -328.6% | -84.4% |
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