-15.6%
ACN vs ACWI
+75.7%
-91.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.6% | -5.0% | -3.6% |
| 7D | -2.5% | +0.3% | -2.8% | -2.8% |
| 30D | +22.6% | -2.8% | +25.5% | +24.2% |
| 3M | +45.9% | -3.2% | +49.1% | +48.0% |
| 6M | +43.8% | +1.3% | +42.5% | +41.1% |
| YTD | -2.5% | +11.2% | -13.7% | -11.1% |
| 1Y | +6.5% | +13.8% | -7.3% | -4.8% |
| All | -15.6% | +75.7% | -91.4% | -47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling