+120.2%
AG vs ACWI
+21.5%
+98.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | +0.3% |
| 7D | +4.5% | +1.1% | +3.4% | +1.3% |
| 30D | +12.9% | -0.2% | +13.1% | +13.8% |
| 3M | +20.9% | +4.7% | +16.3% | +7.4% |
| 6M | -19.5% | +14.5% | -34.0% | -41.7% |
| YTD | +24.8% | +14.6% | +10.2% | -7.3% |
| 1Y | +120.2% | +21.4% | +98.8% | +21.6% |
| All | +120.2% | +21.5% | +98.7% | +21.6% |
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