+162.4%
ALL vs ACWI
+58.7%
+103.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.5% |
| 7D | +5.0% | +2.4% | +2.6% | +4.0% |
| 30D | +13.3% | -1.7% | +15.0% | +14.0% |
| 3M | +3.2% | -3.9% | +7.1% | +4.7% |
| 6M | +25.3% | +0.8% | +24.6% | +24.0% |
| YTD | +30.5% | +11.0% | +19.4% | +22.4% |
| 1Y | +29.2% | +13.1% | +16.1% | +20.0% |
| 3Y | +119.1% | +73.9% | +45.2% | +56.7% |
| All | +162.4% | +58.7% | +103.7% | +89.8% |
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