+67.8%
B vs ACWI
+23.6%
+44.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -1.6% | +0.5% | -2.1% | -2.4% |
| 30D | +9.4% | +0.9% | +8.6% | +7.9% |
| 3M | +5.0% | +2.4% | +2.6% | +1.2% |
| 6M | -3.5% | +12.4% | -15.9% | -19.4% |
| YTD | +4.5% | +15.2% | -10.7% | -15.3% |
| 1Y | +67.8% | +22.7% | +45.1% | +23.5% |
| All | +67.8% | +23.6% | +44.2% | +23.5% |
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 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