-16.9%
ACI vs ACWI
+14.9%
-31.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.9% | +4.0% |
| 7D | +4.5% | -0.5% | +5.0% | +4.3% |
| 30D | +20.9% | -1.6% | +22.5% | +20.3% |
| 3M | +15.2% | -1.3% | +16.6% | +14.8% |
| 6M | -13.3% | +5.8% | -19.2% | -11.6% |
| YTD | -16.2% | +12.7% | -28.9% | -12.9% |
| 1Y | -16.9% | +15.0% | -31.9% | -13.9% |
| All | -16.9% | +14.9% | -31.8% | -13.9% |
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 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