+256.5%
AU vs ACWI
+339.1%
-82.6%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.2% |
| 7D | +15.3% | -0.2% | +15.4% | +15.5% |
| 30D | -0.3% | -3.3% | +3.0% | +2.5% |
| 3M | -2.9% | -3.4% | +0.5% | +0.1% |
| 6M | -10.7% | +0.8% | -11.5% | -10.2% |
| YTD | +14.0% | +10.7% | +3.3% | +7.9% |
| 1Y | +32.5% | +11.6% | +20.9% | +25.0% |
| 3Y | +557.9% | +73.4% | +484.5% | +350.2% |
| 5Y | +441.0% | +60.2% | +380.8% | +288.2% |
| 10Y | +816.9% | +221.6% | +595.3% | +263.5% |
| All | +256.5% | +339.1% | -82.6% | -16.5% |
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