+518.1%
BE vs ACWI
+61.3%
+456.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +1.2% | +11.8% | +10.1% |
| 7D | +4.5% | -0.7% | +5.2% | +8.2% |
| 30D | -20.1% | -2.0% | -18.1% | -13.9% |
| 3M | -0.8% | -2.2% | +1.3% | +8.6% |
| 6M | -26.2% | +1.9% | -28.1% | -23.6% |
| YTD | +141.1% | +12.0% | +129.1% | +105.1% |
| 1Y | +64.8% | +12.5% | +52.3% | +41.7% |
| 3Y | +1,887.4% | +75.4% | +1,812.0% | +580.0% |
| 5Y | +518.1% | +61.5% | +456.6% | +178.0% |
| All | +518.1% | +61.3% | +456.8% | +178.0% |
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