+68.0%
ACWI vs WU
-50.7%
+118.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +0.9% | +0.2% |
| 7D | +0.5% | -0.8% | +1.3% | +0.6% |
| 30D | +0.9% | -1.1% | +2.0% | +1.0% |
| 3M | +2.4% | -3.9% | +6.3% | +2.2% |
| 6M | +12.4% | -20.7% | +33.0% | +17.0% |
| YTD | +15.2% | -18.4% | +33.5% | +18.8% |
| 1Y | +22.7% | -8.1% | +30.8% | +22.3% |
| 3Y | +75.8% | -24.2% | +99.9% | +80.8% |
| All | +68.0% | -50.7% | +118.6% | +88.1% |
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