+73.4%
ACWI vs BBWI
-23.6%
+97.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -0.2% | -4.2% | +4.1% | +0.3% |
| 30D | -3.3% | +24.9% | -28.1% | -5.7% |
| 3M | -3.4% | +13.2% | -16.6% | -5.1% |
| 6M | +0.8% | +12.1% | -11.3% | -1.3% |
| YTD | +10.7% | +11.1% | -0.4% | +7.8% |
| 1Y | +11.6% | +0.7% | +10.9% | +9.5% |
| 3Y | +73.4% | -23.8% | +97.1% | +77.0% |
| All | +73.4% | -23.6% | +97.0% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling