+92.0%
ACN vs ACWI
+226.7%
-134.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -1.5% | +0.5% | -2.0% | -2.0% |
| 30D | +9.4% | +0.9% | +8.5% | +8.5% |
| 3M | +5.6% | +2.4% | +3.3% | +2.1% |
| 6M | -9.3% | +12.4% | -21.6% | -21.1% |
| YTD | -29.0% | +15.2% | -44.1% | -39.9% |
| 1Y | -24.7% | +22.7% | -47.4% | -40.5% |
| 3Y | -39.8% | +75.8% | -115.6% | -68.4% |
| 5Y | -40.9% | +67.7% | -108.6% | -67.0% |
| All | +92.0% | +226.7% | -134.7% | -44.4% |
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