-21.4%
BAX vs ACWI
+70.4%
-91.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.8% | +0.6% | +0.3% |
| 7D | +9.1% | -4.0% | +13.2% | +13.4% |
| 30D | +5.3% | -5.8% | +11.1% | +11.3% |
| 3M | -6.1% | -5.0% | -1.1% | -1.6% |
| 6M | +53.3% | +0.7% | +52.6% | +51.2% |
| YTD | +34.4% | +8.4% | +26.0% | +23.9% |
| 1Y | +43.2% | +10.1% | +33.1% | +30.0% |
| All | -21.4% | +70.4% | -91.8% | -51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling