+156.5%
ACN vs ACWI
+219.0%
-62.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | +0.9% | -2.4% | +3.2% | +3.1% |
| 30D | +33.5% | -5.2% | +38.7% | +40.2% |
| 3M | +53.5% | -4.8% | +58.3% | +60.3% |
| 6M | +52.2% | -1.3% | +53.5% | +51.2% |
| YTD | -0.1% | +8.4% | -8.5% | -10.7% |
| 1Y | +11.0% | +11.0% | 0.0% | -3.5% |
| 3Y | -11.8% | +70.6% | -82.3% | -52.8% |
| 5Y | -22.8% | +55.3% | -78.1% | -53.8% |
| All | +156.5% | +219.0% | -62.6% | -25.4% |
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