+748.4%
ASX vs ACWI
+219.0%
+529.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.5% | +6.5% |
| 7D | -19.9% | -2.4% | -17.6% | -16.3% |
| 30D | -30.9% | -5.2% | -25.7% | -24.2% |
| 3M | -15.1% | -4.8% | -10.3% | -7.1% |
| 6M | -6.5% | -1.3% | -5.2% | -0.5% |
| YTD | +98.4% | +8.4% | +90.0% | +87.4% |
| 1Y | +107.9% | +11.0% | +96.8% | +90.4% |
| 3Y | +325.3% | +70.6% | +254.7% | +131.2% |
| 5Y | +447.3% | +55.3% | +392.0% | +240.4% |
| All | +748.4% | +219.0% | +529.4% | +123.1% |
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