+314.3%
AU vs ACWI
+356.8%
-42.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -3.6% | +0.5% | -4.1% | -4.0% |
| 30D | +23.9% | +0.9% | +23.0% | +23.2% |
| 3M | +19.1% | +2.4% | +16.7% | +17.7% |
| 6M | -0.2% | +12.4% | -12.5% | -7.2% |
| YTD | +32.5% | +15.2% | +17.3% | +21.2% |
| 1Y | +96.9% | +22.7% | +74.2% | +72.7% |
| 3Y | +614.7% | +75.8% | +538.9% | +381.3% |
| 5Y | +647.7% | +67.7% | +580.0% | +415.7% |
| 10Y | +679.2% | +229.0% | +450.2% | +203.6% |
| All | +314.3% | +356.8% | -42.5% | -6.2% |
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