+734.5%
ALL vs ACWI
+330.0%
+404.6%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.4% | -4.4% |
| 7D | -1.9% | -2.4% | +0.4% | +0.2% |
| 30D | +13.8% | -5.2% | +19.0% | +19.4% |
| 3M | -7.0% | -4.8% | -2.2% | -3.0% |
| 6M | +18.0% | -1.3% | +19.3% | +17.5% |
| YTD | +24.2% | +8.4% | +15.8% | +11.7% |
| 1Y | +31.2% | +11.0% | +20.1% | +15.0% |
| 3Y | +107.5% | +70.6% | +37.0% | +15.1% |
| 5Y | +144.8% | +55.3% | +89.5% | +46.1% |
| 10Y | +375.8% | +223.2% | +152.6% | +25.2% |
| All | +734.5% | +330.0% | +404.6% | +20.7% |
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 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