+102.4%
HL vs ACWI
+21.5%
+80.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | +0.2% |
| 7D | +7.1% | +1.1% | +6.0% | +4.2% |
| 30D | +21.4% | -0.2% | +21.6% | +22.4% |
| 3M | +37.4% | +4.7% | +32.7% | +23.9% |
| 6M | +0.4% | +14.5% | -14.1% | -24.3% |
| YTD | +6.7% | +14.6% | -7.9% | -17.7% |
| 1Y | +102.4% | +21.4% | +80.9% | +37.6% |
| All | +102.4% | +21.5% | +80.8% | +37.6% |
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