-84.2%
AIG vs ACWI
+339.1%
-423.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.5% | +3.8% | +4.1% |
| 7D | +2.2% | -0.2% | +2.4% | +2.2% |
| 30D | +6.9% | -3.3% | +10.1% | +11.6% |
| 3M | +6.8% | -3.4% | +10.2% | +11.3% |
| 6M | +9.2% | +0.8% | +8.4% | +5.6% |
| YTD | -1.9% | +10.7% | -12.6% | -18.4% |
| 1Y | +9.7% | +11.6% | -1.9% | -10.1% |
| 3Y | +37.9% | +73.4% | -35.5% | -44.0% |
| 5Y | +56.8% | +60.2% | -3.4% | -29.4% |
| 10Y | +67.6% | +221.6% | -154.0% | -74.8% |
| All | -84.2% | +339.1% | -423.3% | -97.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling