+717.6%
AU vs ACWI
+226.5%
+491.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.3% | +1.0% |
| 7D | +0.6% | 0.0% | +0.7% | +0.7% |
| 30D | +12.3% | -0.6% | +12.9% | +12.8% |
| 3M | +29.4% | +4.3% | +25.1% | +26.5% |
| 6M | +3.2% | +12.7% | -9.5% | -2.8% |
| YTD | +31.8% | +13.9% | +17.9% | +23.7% |
| 1Y | +83.4% | +20.5% | +62.9% | +67.5% |
| 3Y | +623.1% | +76.5% | +546.6% | +443.8% |
| 5Y | +700.5% | +67.5% | +633.0% | +502.9% |
| 10Y | +717.6% | +231.8% | +485.7% | +302.0% |
| All | +717.6% | +226.5% | +491.1% | +302.0% |
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