+228.4%
ACWI vs GFI
+1,093.3%
-865.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.9% |
| 7D | -1.0% | -2.7% | +1.7% | -0.9% |
| 30D | -0.9% | +13.2% | -14.1% | -1.6% |
| 3M | +3.5% | +28.5% | -25.0% | +1.8% |
| 6M | +12.8% | -6.2% | +19.0% | +12.7% |
| YTD | +14.0% | +8.7% | +5.3% | +12.8% |
| 1Y | +19.2% | +24.8% | -5.7% | +16.7% |
| 3Y | +75.1% | +298.0% | -222.9% | +60.0% |
| 5Y | +68.6% | +546.0% | -477.4% | +49.1% |
| All | +228.4% | +1,093.3% | -865.0% | +199.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded GFI 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling