+112.4%
C vs ACWI
+58.8%
+53.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.2% | -0.6% |
| 7D | -0.9% | +0.3% | -1.2% | -1.3% |
| 30D | -5.4% | -2.8% | -2.6% | -2.1% |
| 3M | -9.2% | -3.2% | -6.0% | -5.7% |
| 6M | -1.8% | +1.3% | -3.1% | -3.3% |
| YTD | +6.7% | +11.2% | -4.5% | -5.8% |
| 1Y | +23.5% | +13.8% | +9.8% | +6.2% |
| 3Y | +219.8% | +76.2% | +143.6% | +70.8% |
| 5Y | +112.4% | +59.5% | +52.9% | +19.6% |
| All | +112.4% | +58.8% | +53.6% | +19.6% |
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