+122.2%
ALL vs ACWI
+67.7%
+54.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | 0.0% | +0.5% | -0.5% | -0.2% |
| 30D | -1.5% | +0.9% | -2.4% | -1.9% |
| 3M | +23.6% | +2.4% | +21.2% | +21.9% |
| 6M | +22.3% | +12.4% | +10.0% | +15.0% |
| YTD | +26.5% | +15.2% | +11.4% | +17.1% |
| 1Y | +27.0% | +22.7% | +4.3% | +13.2% |
| 3Y | +149.6% | +75.8% | +73.8% | +78.7% |
| All | +122.2% | +67.7% | +54.6% | +57.8% |
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