+414.3%
ASX vs ACWI
+55.1%
+359.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.8% | -17.0% | -14.0% |
| 7D | -33.3% | -4.0% | -29.3% | -27.2% |
| 30D | -36.5% | -5.8% | -30.7% | -28.1% |
| 3M | -19.2% | -5.0% | -14.2% | -9.6% |
| 6M | -10.2% | +0.7% | -10.9% | -6.5% |
| YTD | +86.5% | +8.4% | +78.0% | +74.1% |
| 1Y | +89.6% | +10.1% | +79.5% | +73.0% |
| 3Y | +298.6% | +70.8% | +227.8% | +92.4% |
| 5Y | +414.3% | +55.4% | +358.9% | +189.1% |
| All | +414.3% | +55.1% | +359.2% | +189.1% |
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 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