+11.9%
ACN vs ACWI
+14.9%
-3.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +4.1% |
| 7D | +8.6% | -0.5% | +9.0% | +8.4% |
| 30D | +36.6% | -1.6% | +38.2% | +36.2% |
| 3M | +56.3% | -1.3% | +57.6% | +55.9% |
| 6M | +49.7% | +5.8% | +43.8% | +48.1% |
| YTD | +1.3% | +12.7% | -11.4% | -1.2% |
| 1Y | +11.9% | +15.0% | -3.1% | +8.2% |
| All | +11.9% | +14.9% | -3.0% | +8.2% |
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