-36.6%
AUR vs ACWI
+2.1%
-38.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | -1.7% |
| 7D | +12.7% | -0.7% | +13.4% | +14.2% |
| 30D | -18.7% | -2.0% | -16.7% | -14.1% |
| 3M | -33.8% | -2.2% | -31.7% | -29.1% |
| 6M | -36.6% | +1.9% | -38.5% | -37.0% |
| All | -36.6% | +2.1% | -38.7% | -37.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling