-4.8%
HL vs ACWI
+12.3%
-17.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.5% | -6.8% | -6.0% |
| 7D | +8.2% | -0.2% | +8.3% | +8.6% |
| 30D | -16.3% | -3.3% | -13.0% | -7.7% |
| 3M | -18.6% | -3.4% | -15.2% | -9.5% |
| 6M | -23.2% | +0.8% | -24.0% | -21.8% |
| YTD | -25.5% | +10.7% | -36.2% | -37.2% |
| 1Y | -4.8% | +11.6% | -16.4% | -20.7% |
| All | -4.8% | +12.3% | -17.1% | -20.7% |
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