+90.4%
AUR vs ACWI
+77.6%
+12.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +4.0% |
| 7D | +19.2% | +1.1% | +18.2% | +16.0% |
| 30D | -7.8% | -0.2% | -7.6% | -6.7% |
| 3M | +4.0% | +4.7% | -0.7% | -7.1% |
| 6M | +45.0% | +14.5% | +30.5% | +3.6% |
| YTD | +69.5% | +14.6% | +54.9% | +21.1% |
| 1Y | +13.0% | +21.4% | -8.4% | -30.8% |
| 3Y | +90.4% | +77.6% | +12.8% | -58.1% |
| All | +90.4% | +77.6% | +12.7% | -58.1% |
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