+52.7%
AIG vs ACWI
+67.7%
-15.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.6% |
| 7D | -1.6% | +1.1% | -2.7% | -2.4% |
| 30D | -5.2% | -0.2% | -5.0% | -5.1% |
| 3M | +1.5% | +4.7% | -3.2% | -2.6% |
| 6M | -3.9% | +14.5% | -18.4% | -14.9% |
| YTD | -11.6% | +14.6% | -26.2% | -22.1% |
| 1Y | -2.9% | +21.4% | -24.4% | -19.0% |
| 3Y | +33.7% | +77.6% | -43.9% | -23.8% |
| 5Y | +52.7% | +68.1% | -15.4% | -8.3% |
| All | +52.7% | +67.7% | -15.0% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling