+12.1%
ACWI vs BBWI
-1.7%
+13.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +2.5% |
| 7D | +0.3% | -6.2% | +6.5% | +0.8% |
| 30D | -2.8% | +25.5% | -28.3% | -4.2% |
| 3M | -3.2% | +8.0% | -11.1% | -3.7% |
| 6M | +1.3% | +12.7% | -11.4% | +0.1% |
| YTD | +11.2% | +11.6% | -0.4% | +9.9% |
| All | +12.1% | -1.7% | +13.8% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling