+209.7%
PH vs ACWI
+58.7%
+151.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | +0.3% |
| 7D | +4.3% | +2.4% | +1.9% | +1.4% |
| 30D | +0.1% | -1.7% | +1.8% | +2.1% |
| 3M | -9.4% | -3.9% | -5.4% | -5.0% |
| 6M | +8.8% | +0.8% | +8.0% | +7.1% |
| YTD | +9.6% | +11.0% | -1.4% | -4.6% |
| 1Y | +14.4% | +13.1% | +1.4% | -2.7% |
| 3Y | +134.5% | +73.9% | +60.6% | +18.5% |
| All | +209.7% | +58.7% | +151.0% | +75.9% |
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