+59.5%
ACWI vs WU
-43.2%
+102.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | +2.7% | -5.3% | +8.0% | +3.7% |
| 30D | -2.6% | +9.0% | -11.6% | -4.4% |
| 3M | -3.2% | -3.6% | +0.4% | -2.8% |
| 6M | +1.9% | -19.4% | +21.3% | +5.5% |
| YTD | +11.3% | -21.7% | +33.0% | +15.6% |
| 1Y | +11.7% | -16.1% | +27.8% | +13.8% |
| 3Y | +74.4% | -24.1% | +98.5% | +78.7% |
| 5Y | +59.5% | -44.1% | +103.6% | +77.6% |
| All | +59.5% | -43.2% | +102.7% | +77.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling