+509.8%
HWM vs ACWI
+55.1%
+454.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.8% | -2.1% | -1.4% |
| 7D | -2.4% | -4.0% | +1.6% | +2.4% |
| 30D | -13.3% | -5.8% | -7.4% | -6.9% |
| 3M | -31.0% | -5.0% | -26.0% | -26.8% |
| 6M | -17.1% | +0.7% | -17.8% | -18.1% |
| YTD | -1.9% | +8.4% | -10.3% | -11.3% |
| 1Y | -2.4% | +10.1% | -12.5% | -13.4% |
| 3Y | +322.2% | +70.8% | +251.4% | +125.5% |
| 5Y | +509.8% | +55.4% | +454.5% | +278.0% |
| All | +509.8% | +55.1% | +454.8% | +278.0% |
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