+1,076.1%
BE vs ACWI
+67.7%
+1,008.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.4% |
| 7D | +20.0% | +0.5% | +19.5% | +18.6% |
| 30D | +7.9% | +0.9% | +7.0% | +6.1% |
| 3M | -13.2% | +2.4% | -15.6% | -14.9% |
| 6M | +53.5% | +12.4% | +41.1% | +23.4% |
| YTD | +191.0% | +15.2% | +175.9% | +123.4% |
| 1Y | +360.5% | +22.7% | +337.8% | +218.1% |
| 3Y | +1,568.0% | +75.8% | +1,492.2% | +443.0% |
| All | +1,076.1% | +67.7% | +1,008.5% | +399.0% |
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