-33.8%
CAG vs ACWI
+226.5%
-260.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -6.6% | 0.0% | -6.6% | -6.6% |
| 30D | +2.3% | -0.6% | +2.9% | +2.5% |
| 3M | +16.3% | +4.3% | +12.0% | +14.5% |
| 6M | -16.0% | +12.7% | -28.7% | -19.7% |
| YTD | -7.7% | +13.9% | -21.6% | -12.1% |
| 1Y | -16.0% | +20.5% | -36.6% | -21.8% |
| 3Y | -37.7% | +76.5% | -114.2% | -50.4% |
| 5Y | -41.2% | +67.5% | -108.7% | -52.6% |
| 10Y | -33.8% | +231.8% | -265.6% | -62.8% |
| All | -33.8% | +226.5% | -260.3% | -62.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling