+226.1%
ACWI vs BB
+24.8%
+201.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.4% | -0.2% |
| 7D | +2.7% | +9.0% | -6.3% | +1.6% |
| 30D | -2.6% | +7.7% | -10.3% | -3.7% |
| 3M | -3.2% | +4.0% | -7.2% | -4.2% |
| 6M | +1.9% | +46.6% | -44.8% | -4.3% |
| YTD | +11.3% | +140.6% | -129.3% | -1.9% |
| 1Y | +11.7% | +103.1% | -91.5% | +0.2% |
| 3Y | +74.4% | +150.5% | -76.2% | +47.2% |
| 5Y | +59.5% | -15.4% | +74.9% | +47.8% |
| All | +226.1% | +24.8% | +201.4% | +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