+369.0%
ALL vs ACWI
+227.3%
+141.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.4% |
| 7D | -2.6% | -0.7% | -1.9% | -2.2% |
| 30D | +12.7% | -2.0% | +14.7% | +14.1% |
| 3M | +0.4% | -2.2% | +2.5% | +1.6% |
| 6M | +23.8% | +1.9% | +21.9% | +20.6% |
| YTD | +27.8% | +12.0% | +15.8% | +15.1% |
| 1Y | +28.9% | +12.5% | +16.4% | +15.6% |
| 3Y | +113.9% | +75.4% | +38.5% | +31.3% |
| 5Y | +157.4% | +61.5% | +95.9% | +67.9% |
| 10Y | +369.0% | +227.1% | +141.9% | +76.7% |
| All | +369.0% | +227.3% | +141.6% | +76.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling