-10.1%
ABT vs ACWI
+12.3%
-22.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | 0.0% |
| 7D | +1.0% | -0.2% | +1.1% | +1.0% |
| 30D | +11.6% | -3.3% | +14.9% | +11.7% |
| 3M | +2.3% | -3.4% | +5.7% | +2.4% |
| 6M | +32.7% | +0.8% | +31.9% | +32.1% |
| YTD | -9.6% | +10.7% | -20.3% | -13.6% |
| 1Y | -10.1% | +11.6% | -21.7% | -14.3% |
| All | -10.1% | +12.3% | -22.4% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling