+773.5%
ALL vs ACWI
+330.1%
+443.4%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.8% | +2.9% | +2.8% |
| 7D | +4.2% | -4.0% | +8.2% | +8.2% |
| 30D | +18.9% | -5.8% | +24.7% | +25.6% |
| 3M | +1.2% | -5.0% | +6.3% | +5.8% |
| 6M | +23.2% | +0.7% | +22.5% | +20.2% |
| YTD | +30.0% | +8.4% | +21.6% | +16.9% |
| 1Y | +39.6% | +10.1% | +29.5% | +23.4% |
| 3Y | +115.2% | +70.8% | +44.5% | +19.2% |
| 5Y | +156.2% | +55.4% | +100.9% | +52.9% |
| 10Y | +398.0% | +223.3% | +174.7% | +31.0% |
| All | +773.5% | +330.1% | +443.4% | +26.3% |
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 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