+5.8%
HD vs ACWI
+54.8%
-49.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +4.3% | -2.4% | +6.7% | +6.4% |
| 30D | +20.2% | -5.2% | +25.4% | +25.6% |
| 3M | -1.0% | -4.8% | +3.8% | +3.1% |
| 6M | +7.9% | -1.3% | +9.2% | +8.6% |
| YTD | +2.0% | +8.4% | -6.4% | -5.5% |
| 1Y | -4.3% | +11.0% | -15.3% | -13.2% |
| 3Y | +25.9% | +70.6% | -44.6% | -23.6% |
| All | +5.8% | +54.8% | -49.0% | -30.5% |
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