+16.4%
B vs ACWI
+12.3%
+4.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -5.3% |
| 7D | +7.1% | -0.2% | +7.3% | +7.0% |
| 30D | -3.3% | -3.3% | -0.1% | +2.8% |
| 3M | -2.5% | -3.4% | +0.9% | +4.1% |
| 6M | -7.2% | +0.8% | -8.0% | -7.6% |
| YTD | -7.4% | +10.7% | -18.1% | -19.3% |
| 1Y | +16.4% | +11.6% | +4.8% | +0.5% |
| All | +16.4% | +12.3% | +4.1% | +0.5% |
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