-37.7%
BROS vs ACWI
+12.3%
-50.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.3% |
| 7D | -19.0% | -0.2% | -18.9% | -17.4% |
| 30D | -7.3% | -3.3% | -4.0% | -1.8% |
| 3M | -31.2% | -3.4% | -27.8% | -27.1% |
| 6M | -33.0% | +0.8% | -33.9% | -33.8% |
| YTD | -42.4% | +10.7% | -53.1% | -50.9% |
| 1Y | -37.7% | +11.6% | -49.3% | -47.7% |
| All | -37.7% | +12.3% | -50.1% | -47.7% |
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 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