+809.9%
AU vs ACWI
+225.4%
+584.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -4.4% |
| 7D | -1.1% | +2.7% | -3.8% | -2.7% |
| 30D | -4.4% | -2.6% | -1.8% | -2.6% |
| 3M | -10.0% | -3.2% | -6.8% | -7.8% |
| 6M | -14.5% | +1.9% | -16.4% | -14.6% |
| YTD | +6.4% | +11.3% | -5.0% | +1.7% |
| 1Y | +7.7% | +11.7% | -4.0% | +2.9% |
| 3Y | +514.1% | +74.4% | +439.7% | +370.7% |
| 5Y | +386.5% | +59.5% | +327.1% | +278.2% |
| All | +809.9% | +225.4% | +584.5% | +404.6% |
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