+228.6%
ABT vs ACWI
+227.3%
+1.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.2% | -1.9% |
| 7D | -5.4% | -0.7% | -4.7% | -5.0% |
| 30D | +8.0% | -2.0% | +10.0% | +9.4% |
| 3M | +0.2% | -2.2% | +2.4% | +1.6% |
| 6M | +34.1% | +1.9% | +32.3% | +31.3% |
| YTD | -10.6% | +12.0% | -22.6% | -18.9% |
| 1Y | -11.8% | +12.5% | -24.3% | -20.3% |
| 3Y | +23.9% | +75.4% | -51.5% | -23.7% |
| 5Y | -5.1% | +61.5% | -66.6% | -37.7% |
| 10Y | +228.6% | +227.1% | +1.5% | +10.7% |
| All | +228.6% | +227.3% | +1.3% | +10.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling