+229.4%
AG vs ACWI
+70.3%
+159.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.9% |
| 7D | +6.3% | -2.4% | +8.7% | +11.6% |
| 30D | -8.9% | -5.2% | -3.8% | +2.0% |
| 3M | -12.2% | -4.8% | -7.4% | -1.9% |
| 6M | -28.3% | -1.3% | -27.0% | -23.9% |
| YTD | -8.8% | +8.4% | -17.2% | -16.6% |
| 1Y | +39.4% | +11.0% | +28.3% | +23.2% |
| 3Y | +229.4% | +70.6% | +158.9% | +6.4% |
| All | +229.4% | +70.3% | +159.1% | +6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling