+161.7%
ALL vs ACWI
+60.2%
+101.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | 0.0% | +2.7% | -2.7% | -1.1% |
| 30D | +12.8% | -2.6% | +15.4% | +13.9% |
| 3M | +4.7% | -3.2% | +7.8% | +5.9% |
| 6M | +24.9% | +1.9% | +23.1% | +23.0% |
| YTD | +30.0% | +11.3% | +18.6% | +21.8% |
| 1Y | +29.9% | +11.7% | +18.3% | +21.5% |
| 3Y | +117.5% | +74.4% | +43.1% | +55.4% |
| 5Y | +161.7% | +59.5% | +102.2% | +89.3% |
| All | +161.7% | +60.2% | +101.5% | +89.3% |
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