+38.3%
BAX vs ACWI
+11.8%
+26.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.5% |
| 7D | +0.1% | +2.4% | -2.4% | -2.3% |
| 30D | +4.1% | -1.7% | +5.7% | +5.7% |
| 3M | -4.5% | -3.9% | -0.6% | -0.7% |
| 6M | +49.2% | +0.8% | +48.4% | +46.6% |
| YTD | +35.2% | +11.0% | +24.2% | +18.7% |
| 1Y | +38.3% | +13.1% | +25.2% | +19.8% |
| All | +38.3% | +11.8% | +26.5% | +19.8% |
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