+2,516.1%
ASX vs ACWI
+356.8%
+2,159.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | +0.5% | -1.2% | -1.3% |
| 30D | +2.0% | +0.9% | +1.1% | +1.0% |
| 3M | -1.3% | +2.4% | -3.7% | -2.4% |
| 6M | +71.4% | +12.4% | +59.1% | +53.5% |
| YTD | +135.3% | +15.2% | +120.2% | +105.5% |
| 1Y | +267.5% | +22.7% | +244.8% | +199.9% |
| 3Y | +388.5% | +75.8% | +312.7% | +175.0% |
| 5Y | +417.1% | +67.7% | +349.4% | +214.8% |
| 10Y | +872.7% | +229.0% | +643.7% | +200.2% |
| All | +2,516.1% | +356.8% | +2,159.3% | +450.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling