+25.0%
HL vs ACWI
+14.9%
+10.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +1.7% | +11.5% | +8.5% |
| 7D | +0.2% | -0.5% | +0.7% | +2.0% |
| 30D | -12.1% | -1.6% | -10.5% | -7.2% |
| 3M | -2.8% | -1.3% | -1.5% | +2.2% |
| 6M | -14.9% | +5.8% | -20.8% | -23.0% |
| YTD | -22.0% | +12.7% | -34.8% | -36.4% |
| 1Y | +25.0% | +15.0% | +10.0% | -2.4% |
| All | +25.0% | +14.9% | +10.1% | -2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling