-9.0%
AUR vs ACWI
+14.9%
-23.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.7% | -6.1% | -8.8% |
| 7D | -19.8% | -0.5% | -19.4% | -19.0% |
| 30D | -29.0% | -1.6% | -27.4% | -25.7% |
| 3M | -43.6% | -1.3% | -42.2% | -40.9% |
| 6M | -36.6% | +5.8% | -42.5% | -42.9% |
| YTD | +6.3% | +12.7% | -6.5% | -15.6% |
| 1Y | -9.0% | +15.0% | -24.0% | -30.8% |
| All | -9.0% | +14.9% | -23.9% | -30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling