+675.3%
HAS vs ACWI
+347.2%
+328.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +1.7% |
| 7D | +2.4% | -0.5% | +2.9% | +2.8% |
| 30D | +31.6% | -1.6% | +33.2% | +33.3% |
| 3M | +33.9% | -1.3% | +35.2% | +35.2% |
| 6M | +31.4% | +5.8% | +25.6% | +24.9% |
| YTD | +51.6% | +12.7% | +38.9% | +37.0% |
| 1Y | +65.2% | +15.0% | +50.2% | +46.8% |
| 3Y | +188.7% | +77.5% | +111.2% | +82.1% |
| 5Y | +55.7% | +61.9% | -6.1% | +5.9% |
| 10Y | +108.8% | +236.1% | -127.4% | -15.9% |
| All | +675.3% | +347.2% | +328.1% | +156.2% |
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