+75.0%
ACWI vs WTW
+60.9%
+14.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | -0.3% |
| 7D | 0.0% | -7.1% | +7.1% | +0.5% |
| 30D | -0.6% | -8.5% | +7.9% | 0.0% |
| 3M | +4.3% | +20.6% | -16.3% | +2.8% |
| 6M | +12.7% | +7.2% | +5.5% | +12.3% |
| YTD | +13.9% | -3.9% | +17.8% | +15.1% |
| 1Y | +20.5% | -3.6% | +24.1% | +21.5% |
| All | +75.0% | +60.9% | +14.1% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling