+12.1%
ACWI vs EAT
+96.9%
-84.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +2.7% |
| 7D | +0.3% | -3.9% | +4.3% | +0.6% |
| 30D | -2.8% | +5.0% | -7.8% | -3.1% |
| 3M | -3.2% | -9.6% | +6.5% | -2.7% |
| 6M | +1.3% | +46.8% | -45.5% | -2.1% |
| YTD | +11.2% | +41.8% | -30.6% | +8.1% |
| All | +12.1% | +96.9% | -84.7% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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