+12.9%
HAS vs ACWI
+67.7%
-54.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.8% | +0.5% | -2.3% | -2.3% |
| 30D | +2.3% | +0.9% | +1.4% | +1.4% |
| 3M | +10.4% | +2.4% | +8.0% | +7.6% |
| 6M | -3.2% | +12.4% | -15.6% | -14.4% |
| YTD | +15.4% | +15.2% | +0.2% | -0.5% |
| 1Y | +18.8% | +22.7% | -3.9% | -3.9% |
| 3Y | +43.9% | +75.8% | -31.8% | -18.8% |
| All | +12.9% | +67.7% | -54.7% | -35.1% |
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 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