+77.5%
AR vs ACWI
+54.8%
+22.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -14.3% | -2.4% | -11.9% | -12.5% |
| 30D | +1.4% | -5.2% | +6.6% | +6.3% |
| 3M | +3.4% | -4.8% | +8.2% | +7.6% |
| 6M | -2.1% | -1.3% | -0.8% | -2.5% |
| YTD | +4.7% | +8.4% | -3.7% | -7.3% |
| 1Y | +10.6% | +11.0% | -0.5% | -4.9% |
| 3Y | +24.6% | +70.6% | -46.0% | -34.8% |
| All | +77.5% | +54.8% | +22.7% | +10.7% |
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 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