+794.6%
HLT vs ACWI
+262.7%
+532.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | +0.8% | +2.7% | -1.9% | -2.0% |
| 30D | +13.1% | -2.6% | +15.7% | +16.0% |
| 3M | +15.6% | -3.2% | +18.8% | +19.1% |
| 6M | +19.0% | +1.9% | +17.1% | +15.7% |
| YTD | +29.9% | +11.3% | +18.6% | +15.0% |
| 1Y | +35.9% | +11.7% | +24.2% | +19.8% |
| 3Y | +132.1% | +74.4% | +57.7% | +26.9% |
| 5Y | +163.4% | +59.5% | +103.9% | +59.7% |
| 10Y | +696.7% | +225.2% | +471.4% | +134.9% |
| All | +794.6% | +262.7% | +532.0% | +145.4% |
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