+45.3%
AR vs ACWI
+219.0%
-173.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -14.3% | -2.4% | -11.9% | -12.1% |
| 30D | +1.4% | -5.2% | +6.6% | +7.2% |
| 3M | +3.4% | -4.8% | +8.2% | +8.4% |
| 6M | -2.1% | -1.3% | -0.8% | -2.5% |
| YTD | +4.7% | +8.4% | -3.7% | -8.5% |
| 1Y | +10.6% | +11.0% | -0.5% | -6.2% |
| 3Y | +24.6% | +70.6% | -46.0% | -37.3% |
| 5Y | +71.9% | +55.3% | +16.6% | -2.2% |
| All | +45.3% | +219.0% | -173.7% | -63.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling