+618.4%
AU vs ACWI
+77.6%
+540.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.6% |
| 7D | -0.3% | +1.1% | -1.4% | -1.6% |
| 30D | +12.8% | -0.2% | +13.0% | +13.1% |
| 3M | +28.5% | +4.7% | +23.8% | +22.2% |
| 6M | +4.8% | +14.5% | -9.6% | -8.0% |
| YTD | +31.0% | +14.6% | +16.3% | +15.3% |
| 1Y | +81.4% | +21.4% | +60.0% | +53.0% |
| 3Y | +618.4% | +77.6% | +540.8% | +332.8% |
| All | +618.4% | +77.6% | +540.8% | +332.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling