+1,942.3%
HD vs ACWI
+330.1%
+1,612.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.8% | +2.3% | +1.8% |
| 7D | +6.4% | -4.0% | +10.4% | +10.2% |
| 30D | +22.1% | -5.8% | +27.9% | +28.4% |
| 3M | -0.2% | -5.0% | +4.9% | +4.2% |
| 6M | +12.6% | +0.7% | +11.9% | +11.4% |
| YTD | +3.9% | +8.4% | -4.5% | -3.7% |
| 1Y | -3.7% | +10.1% | -13.9% | -12.0% |
| 3Y | +27.9% | +70.8% | -42.9% | -21.2% |
| 5Y | +7.8% | +55.4% | -47.5% | -27.8% |
| 10Y | +269.4% | +223.3% | +46.0% | +34.3% |
| All | +1,942.3% | +330.1% | +1,612.2% | +472.8% |
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