+225.2%
ACWI vs UUUU
+370.7%
-145.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.1% | -0.1% |
| 7D | +2.4% | -1.1% | +3.5% | +2.5% |
| 30D | -1.7% | -21.0% | +19.3% | +0.5% |
| 3M | -3.9% | -54.8% | +50.9% | +3.4% |
| 6M | +0.8% | -67.3% | +68.1% | +11.3% |
| YTD | +11.0% | -54.7% | +65.7% | +16.7% |
| 1Y | +13.1% | -57.4% | +70.5% | +19.2% |
| 3Y | +73.9% | -19.6% | +93.5% | +62.8% |
| 5Y | +59.0% | -40.0% | +99.1% | +46.9% |
| All | +225.2% | +370.7% | -145.5% | +120.2% |
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