-20.3%
BROS vs ACWI
+14.9%
-35.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.7% | -1.1% |
| 7D | +2.5% | -0.5% | +2.9% | +3.1% |
| 30D | +15.1% | -1.6% | +16.7% | +17.3% |
| 3M | -31.4% | -1.3% | -30.0% | -30.3% |
| 6M | -22.6% | +5.8% | -28.5% | -30.4% |
| YTD | -28.1% | +12.7% | -40.9% | -42.0% |
| 1Y | -20.3% | +15.0% | -35.3% | -38.5% |
| All | -20.3% | +14.9% | -35.2% | -38.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling