+593.0%
BE vs ACWI
+140.3%
+452.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.9% | -9.7% | -5.3% |
| 7D | -14.7% | -2.4% | -12.4% | -9.9% |
| 30D | -40.5% | -5.2% | -35.3% | -32.3% |
| 3M | -24.3% | -4.8% | -19.5% | -13.8% |
| 6M | -39.3% | -1.3% | -38.0% | -33.3% |
| YTD | +99.4% | +8.4% | +91.0% | +84.4% |
| 1Y | +26.6% | +11.0% | +15.6% | +13.7% |
| 3Y | +1,616.9% | +70.6% | +1,546.4% | +599.1% |
| 5Y | +441.4% | +55.3% | +386.1% | +189.6% |
| All | +593.0% | +140.3% | +452.7% | +94.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling