+216.0%
PH vs ACWI
+61.3%
+154.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | -0.6% |
| 7D | +6.9% | -0.7% | +7.6% | +7.7% |
| 30D | +1.7% | -2.0% | +3.7% | +4.1% |
| 3M | -8.1% | -2.2% | -6.0% | -5.8% |
| 6M | +11.5% | +1.9% | +9.6% | +8.4% |
| YTD | +11.4% | +12.0% | -0.6% | -4.1% |
| 1Y | +14.1% | +12.5% | +1.6% | -2.4% |
| 3Y | +138.2% | +75.4% | +62.8% | +19.0% |
| 5Y | +216.0% | +61.5% | +154.5% | +76.3% |
| All | +216.0% | +61.3% | +154.7% | +76.3% |
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