-14.8%
AA vs ACWI
+54.8%
-69.6%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +3.0% | +3.0% |
| 7D | +0.9% | -2.4% | +3.2% | +5.3% |
| 30D | -6.7% | -5.2% | -1.5% | +2.8% |
| 3M | -16.3% | -4.8% | -11.5% | -8.4% |
| 6M | -37.1% | -1.3% | -35.8% | -35.2% |
| YTD | -25.0% | +8.4% | -33.4% | -35.2% |
| 1Y | +8.6% | +11.0% | -2.5% | -9.9% |
| 3Y | +57.2% | +70.6% | -13.3% | -37.5% |
| All | -14.8% | +54.8% | -69.6% | -60.6% |
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