+1,659.2%
BE vs ACWI
+74.9%
+1,584.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -3.1% |
| 7D | -13.4% | -0.2% | -13.2% | -11.9% |
| 30D | -33.9% | -3.3% | -30.6% | -25.9% |
| 3M | -12.0% | -3.4% | -8.6% | +0.2% |
| 6M | -29.0% | +0.8% | -29.8% | -24.4% |
| YTD | +113.4% | +10.7% | +102.7% | +85.9% |
| 1Y | +33.2% | +11.6% | +21.6% | +16.2% |
| 3Y | +1,659.2% | +73.4% | +1,585.8% | +311.5% |
| All | +1,659.2% | +74.9% | +1,584.3% | +311.5% |
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 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