+646.4%
ACN vs ACWI
+356.8%
+289.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -1.5% | +0.5% | -2.0% | -1.9% |
| 30D | +9.4% | +0.9% | +8.5% | +8.6% |
| 3M | +5.6% | +2.4% | +3.3% | +2.6% |
| 6M | -9.3% | +12.4% | -21.6% | -19.3% |
| YTD | -29.0% | +15.2% | -44.1% | -38.2% |
| 1Y | -24.7% | +22.7% | -47.4% | -38.0% |
| 3Y | -39.8% | +75.8% | -115.6% | -64.2% |
| 5Y | -40.9% | +67.7% | -108.6% | -62.9% |
| 10Y | +91.1% | +229.0% | -137.9% | -29.6% |
| All | +646.4% | +356.8% | +289.6% | +114.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling