+21.4%
ACWI vs WU
-11.3%
+32.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | -0.3% |
| 7D | +1.1% | -0.8% | +1.9% | +1.1% |
| 30D | -0.2% | -1.1% | +0.9% | -0.1% |
| 3M | +4.7% | -1.8% | +6.5% | +4.0% |
| 6M | +14.5% | -23.9% | +38.4% | +15.8% |
| YTD | +14.6% | -20.4% | +35.0% | +15.5% |
| 1Y | +21.4% | -10.6% | +32.0% | +20.6% |
| All | +21.4% | -11.3% | +32.7% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling