+13.7%
AR vs ACWI
+14.9%
-1.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +1.7% | -7.9% | -5.4% |
| 7D | -11.1% | -0.5% | -10.6% | -11.2% |
| 30D | +7.9% | -1.6% | +9.5% | +7.3% |
| 3M | +4.9% | -1.3% | +6.2% | +4.5% |
| 6M | -5.3% | +5.8% | -11.2% | -2.5% |
| YTD | +8.6% | +12.7% | -4.1% | +13.1% |
| 1Y | +13.7% | +15.0% | -1.3% | +16.0% |
| All | +13.7% | +14.9% | -1.2% | +16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling