-21.0%
ACI vs ACWI
+12.3%
-33.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.6% | +2.1% |
| 7D | -0.6% | -0.2% | -0.4% | -0.6% |
| 30D | +9.5% | -3.3% | +12.8% | +8.6% |
| 3M | +10.1% | -3.4% | +13.5% | +9.1% |
| 6M | -15.4% | +0.8% | -16.2% | -15.0% |
| YTD | -19.5% | +10.7% | -30.2% | -17.0% |
| 1Y | -21.0% | +11.6% | -32.6% | -18.5% |
| All | -21.0% | +12.3% | -33.3% | -18.5% |
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