+231.8%
ACWI vs UUUU
+524.5%
-292.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | 0.0% | +1.8% | -1.8% | -0.2% |
| 30D | -0.6% | +1.8% | -2.4% | -0.9% |
| 3M | +4.3% | +1.3% | +3.0% | +3.7% |
| 6M | +12.7% | -26.8% | +39.5% | +14.7% |
| YTD | +13.9% | +0.1% | +13.9% | +11.2% |
| 1Y | +20.5% | +11.2% | +9.3% | +14.6% |
| 3Y | +76.5% | +97.7% | -21.2% | +51.7% |
| 5Y | +67.5% | +127.3% | -59.8% | +36.2% |
| 10Y | +231.8% | +532.6% | -300.8% | +113.7% |
| All | +231.8% | +524.5% | -292.6% | +113.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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