+21.4%
ACWI vs SPXS
-38.2%
+59.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | +0.1% |
| 7D | +1.1% | -1.5% | +2.6% | +0.6% |
| 30D | -0.2% | +3.7% | -3.9% | +1.2% |
| 3M | +4.7% | -9.6% | +14.3% | +1.9% |
| 6M | +14.5% | -32.4% | +46.9% | +1.9% |
| YTD | +14.6% | -28.7% | +43.3% | +4.3% |
| 1Y | +21.4% | -38.1% | +59.5% | +6.5% |
| All | +21.4% | -38.2% | +59.7% | +6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling