+73.4%
ACWI vs BWA
+64.1%
+9.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.5% | 0.0% |
| 7D | -0.2% | -2.4% | +2.3% | +0.3% |
| 30D | -3.3% | -17.7% | +14.4% | +0.8% |
| 3M | -3.4% | -27.0% | +23.6% | +3.2% |
| 6M | +0.8% | -17.3% | +18.1% | +4.3% |
| YTD | +10.7% | +12.9% | -2.2% | +5.0% |
| 1Y | +11.6% | +12.9% | -1.3% | +5.7% |
| 3Y | +73.4% | +62.1% | +11.3% | +44.2% |
| All | +73.4% | +64.1% | +9.3% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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