+968.5%
ACN vs ACWI
+330.1%
+638.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.8% | +4.2% | +3.6% |
| 7D | +7.3% | -4.0% | +11.3% | +10.9% |
| 30D | +38.2% | -5.8% | +44.0% | +44.9% |
| 3M | +56.6% | -5.0% | +61.6% | +62.9% |
| 6M | +51.1% | +0.7% | +50.4% | +47.7% |
| YTD | +1.7% | +8.4% | -6.8% | -7.2% |
| 1Y | +10.1% | +10.1% | 0.0% | -1.0% |
| 3Y | -10.3% | +70.8% | -81.1% | -45.6% |
| 5Y | -21.4% | +55.4% | -76.8% | -47.6% |
| 10Y | +167.1% | +223.3% | -56.2% | -0.1% |
| All | +968.5% | +330.1% | +638.4% | +221.4% |
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 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