+147.5%
HLT vs ACWI
+67.2%
+80.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.5% |
| 7D | -1.5% | 0.0% | -1.4% | -1.4% |
| 30D | -1.2% | -0.6% | -0.7% | -0.7% |
| 3M | -10.3% | +4.3% | -14.6% | -14.5% |
| 6M | +1.3% | +12.7% | -11.4% | -11.4% |
| YTD | +7.0% | +13.9% | -6.9% | -7.6% |
| 1Y | +11.9% | +20.5% | -8.7% | -9.6% |
| 3Y | +100.7% | +76.5% | +24.1% | +4.7% |
| 5Y | +147.5% | +67.5% | +80.0% | +41.1% |
| All | +147.5% | +67.2% | +80.3% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling