+1,773.7%
HD vs ACWI
+356.8%
+1,416.9%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | -2.1% | +0.5% | -2.5% | -2.5% |
| 30D | -8.4% | +0.9% | -9.3% | -9.1% |
| 3M | +4.3% | +2.4% | +1.9% | +2.0% |
| 6M | -11.1% | +12.4% | -23.5% | -19.9% |
| YTD | -4.7% | +15.2% | -19.8% | -16.0% |
| 1Y | -19.8% | +22.7% | -42.5% | -33.3% |
| 3Y | +4.1% | +75.8% | -71.7% | -37.3% |
| 5Y | +10.3% | +67.7% | -57.4% | -30.8% |
| 10Y | +203.2% | +229.0% | -25.8% | +8.4% |
| All | +1,773.7% | +356.8% | +1,416.9% | +399.4% |
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 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