+60.5%
HAS vs ACWI
+10.7%
+49.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.8% | +2.1% | +0.7% |
| 7D | 0.0% | -4.0% | +4.0% | +2.6% |
| 30D | +31.3% | -5.8% | +37.1% | +36.3% |
| 3M | +32.1% | -5.0% | +37.1% | +36.4% |
| 6M | +28.1% | +0.7% | +27.4% | +26.1% |
| YTD | +49.1% | +8.4% | +40.7% | +37.3% |
| 1Y | +60.5% | +10.1% | +50.4% | +46.1% |
| All | +60.5% | +10.7% | +49.8% | +46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling