+326.1%
HWM vs ACWI
+70.3%
+255.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.6% | +2.6% |
| 7D | +3.4% | -2.4% | +5.7% | +6.3% |
| 30D | -7.5% | -5.2% | -2.4% | -1.4% |
| 3M | -28.9% | -4.8% | -24.1% | -24.6% |
| 6M | -19.6% | -1.3% | -18.3% | -18.7% |
| YTD | +0.6% | +8.4% | -7.8% | -9.7% |
| 1Y | +0.3% | +11.0% | -10.7% | -12.7% |
| 3Y | +326.1% | +70.6% | +255.6% | +135.5% |
| All | +326.1% | +70.3% | +255.8% | +135.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling