+70.6%
ACWI vs BR
+13.3%
+57.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.2% |
| 7D | -2.4% | +6.5% | -8.8% | -3.4% |
| 30D | -5.2% | +18.9% | -24.1% | -8.0% |
| 3M | -4.8% | +16.3% | -21.1% | -7.5% |
| 6M | -1.3% | +26.2% | -27.5% | -5.8% |
| YTD | +8.4% | -13.1% | +21.5% | +15.2% |
| 1Y | +11.0% | -10.5% | +21.5% | +16.6% |
| 3Y | +70.6% | +13.3% | +57.2% | +61.0% |
| All | +70.6% | +13.3% | +57.3% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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