+11.6%
ACWI vs WWD
+25.7%
-14.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.5% |
| 7D | -0.2% | +0.4% | -0.6% | -0.3% |
| 30D | -3.3% | -0.4% | -2.9% | -3.3% |
| 3M | -3.4% | -6.1% | +2.7% | -2.6% |
| 6M | +0.8% | -9.5% | +10.3% | +1.7% |
| YTD | +10.7% | +10.8% | -0.1% | +9.2% |
| 1Y | +11.6% | +23.5% | -11.9% | +8.6% |
| All | +11.6% | +25.7% | -14.1% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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