+221.6%
ACWI vs UUUU
+399.3%
-177.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.8% | +7.3% | +0.3% |
| 7D | -0.2% | -6.9% | +6.7% | +0.5% |
| 30D | -3.3% | -32.3% | +29.0% | +0.3% |
| 3M | -3.4% | -52.8% | +49.4% | +3.5% |
| 6M | +0.8% | -68.5% | +69.3% | +11.7% |
| YTD | +10.7% | -53.6% | +64.3% | +16.1% |
| 1Y | +11.6% | -59.1% | +70.7% | +18.1% |
| 3Y | +73.4% | -14.7% | +88.1% | +61.3% |
| 5Y | +60.2% | -35.4% | +95.6% | +46.9% |
| 10Y | +221.6% | +378.0% | -156.4% | +117.0% |
| All | +221.6% | +399.3% | -177.7% | +117.0% |
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