+33.4%
AG vs ACWI
+14.9%
+18.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.7% | +7.5% | +4.2% |
| 7D | -2.6% | -0.5% | -2.1% | -0.9% |
| 30D | -12.1% | -1.6% | -10.5% | -7.1% |
| 3M | -6.6% | -1.3% | -5.3% | -1.7% |
| 6M | -20.5% | +5.8% | -26.3% | -28.9% |
| YTD | -7.4% | +12.7% | -20.2% | -25.6% |
| 1Y | +33.4% | +15.0% | +18.4% | +2.3% |
| All | +33.4% | +14.9% | +18.5% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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