+138.0%
B vs ACWI
+54.8%
+83.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.6% |
| 7D | +9.6% | -2.4% | +11.9% | +11.7% |
| 30D | +3.5% | -5.2% | +8.7% | +8.4% |
| 3M | -1.6% | -4.8% | +3.2% | +2.9% |
| 6M | -1.7% | -1.3% | -0.4% | +0.4% |
| YTD | -5.3% | +8.4% | -13.7% | -9.3% |
| 1Y | +27.2% | +11.0% | +16.2% | +20.1% |
| 3Y | +166.1% | +70.6% | +95.6% | +92.1% |
| All | +138.0% | +54.8% | +83.1% | +64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling