+1,352.0%
HWM vs ACWI
+215.5%
+1,136.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.8% | -2.1% | -0.8% |
| 7D | -2.4% | -4.0% | +1.6% | +3.1% |
| 30D | -13.3% | -5.8% | -7.4% | -5.9% |
| 3M | -31.0% | -5.0% | -26.0% | -26.2% |
| 6M | -17.1% | +0.7% | -17.8% | -18.3% |
| YTD | -1.9% | +8.4% | -10.3% | -12.6% |
| 1Y | -2.4% | +10.1% | -12.5% | -14.9% |
| 3Y | +322.2% | +70.8% | +251.4% | +101.8% |
| 5Y | +509.8% | +55.4% | +454.5% | +235.5% |
| 10Y | +1,453.8% | +223.3% | +1,230.5% | +215.2% |
| All | +1,352.0% | +215.5% | +1,136.4% | +195.4% |
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