+225.2%
ACWI vs BB
+21.8%
+203.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | 0.0% |
| 7D | +2.4% | +1.8% | +0.6% | +2.2% |
| 30D | -1.7% | +8.1% | -9.8% | -2.8% |
| 3M | -3.9% | -1.0% | -2.9% | -4.4% |
| 6M | +0.8% | +45.9% | -45.1% | -5.2% |
| YTD | +11.0% | +134.8% | -123.8% | -1.9% |
| 1Y | +13.1% | +104.6% | -91.5% | +1.3% |
| 3Y | +73.9% | +152.8% | -79.0% | +46.6% |
| 5Y | +59.0% | -17.4% | +76.5% | +47.9% |
| All | +225.2% | +21.8% | +203.5% | +142.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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