+226.1%
ACWI vs SPXS
-99.5%
+325.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | 0.0% |
| 7D | +1.1% | -1.5% | +2.6% | +0.6% |
| 30D | -0.2% | +3.7% | -3.9% | +1.0% |
| 3M | +4.7% | -9.6% | +14.3% | +2.3% |
| 6M | +14.5% | -32.4% | +46.9% | +3.4% |
| YTD | +14.6% | -28.7% | +43.3% | +5.7% |
| 1Y | +21.4% | -38.1% | +59.5% | +8.1% |
| 3Y | +77.6% | -80.1% | +157.7% | +22.1% |
| 5Y | +68.1% | -85.9% | +154.0% | +19.4% |
| 10Y | +226.1% | -99.5% | +325.7% | +11.6% |
| All | +226.1% | -99.5% | +325.7% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 10y: compounded portfolio wealth divided by compounded SPXS 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…
10y analysis · Full analysis span regression · 6 months rolling