+55.0%
ACWI vs URA
+33.4%
+21.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.4% | -4.4% | -1.0% |
| 7D | -2.4% | -4.1% | +1.8% | -1.4% |
| 30D | -5.2% | -19.0% | +13.8% | -0.6% |
| 3M | -4.8% | -25.1% | +20.3% | +1.2% |
| 6M | -1.3% | -44.5% | +43.2% | +11.8% |
| YTD | +8.4% | -24.3% | +32.7% | +12.9% |
| 1Y | +11.0% | -28.1% | +39.1% | +16.7% |
| 3Y | +70.6% | +40.7% | +29.9% | +43.6% |
| All | +55.0% | +33.4% | +21.6% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 5y: compounded portfolio wealth divided by compounded URA 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…
5y analysis · Full analysis span regression · 6 months rolling