+59.5%
ACWI vs UUUU
-32.7%
+92.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.8% | -7.1% | +1.6% |
| 7D | +0.3% | -1.1% | +1.4% | +0.4% |
| 30D | -2.8% | -26.6% | +23.8% | +0.1% |
| 3M | -3.2% | -48.3% | +45.1% | +3.2% |
| 6M | +1.3% | -65.8% | +67.1% | +11.8% |
| YTD | +11.2% | -49.7% | +60.9% | +15.8% |
| 1Y | +13.8% | -53.3% | +67.1% | +18.9% |
| 3Y | +76.2% | -7.4% | +83.5% | +59.1% |
| 5Y | +59.5% | -33.4% | +92.8% | +40.8% |
| All | +59.5% | -32.7% | +92.2% | +40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling