+189.2%
HAS vs ACWI
+70.3%
+118.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.2% | -2.4% | +2.2% | +2.0% |
| 30D | +31.0% | -5.2% | +36.2% | +37.5% |
| 3M | +30.7% | -4.8% | +35.5% | +36.5% |
| 6M | +23.9% | -1.3% | +25.2% | +24.4% |
| YTD | +48.3% | +8.4% | +39.9% | +34.8% |
| 1Y | +60.2% | +11.0% | +49.2% | +41.9% |
| 3Y | +189.2% | +70.6% | +118.7% | +41.4% |
| All | +189.2% | +70.3% | +118.9% | +41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling