+10.4%
HAL vs ACWI
+330.1%
-319.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.8% | +0.5% | +2.0% |
| 7D | -11.1% | -4.0% | -7.1% | -6.1% |
| 30D | -2.4% | -5.8% | +3.4% | +5.7% |
| 3M | +0.8% | -5.0% | +5.8% | +7.5% |
| 6M | -22.8% | +0.7% | -23.5% | -25.0% |
| YTD | +14.5% | +8.4% | +6.1% | -1.0% |
| 1Y | +20.2% | +10.1% | +10.1% | +1.5% |
| 3Y | -15.2% | +70.8% | -85.9% | -61.9% |
| 5Y | +42.5% | +55.4% | -12.8% | -27.7% |
| 10Y | -16.5% | +223.3% | -239.8% | -82.9% |
| All | +10.4% | +330.1% | -319.7% | -85.4% |
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