+220.7%
CF vs ACWI
+67.7%
+153.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +6.0% | +0.5% | +5.5% | +5.8% |
| 30D | +14.8% | +0.9% | +14.0% | +14.4% |
| 3M | +14.1% | +2.4% | +11.7% | +12.9% |
| 6M | +28.5% | +12.4% | +16.2% | +21.5% |
| YTD | +74.9% | +15.2% | +59.8% | +62.9% |
| 1Y | +61.7% | +22.7% | +39.0% | +45.1% |
| 3Y | +80.3% | +75.8% | +4.5% | +29.0% |
| All | +220.7% | +67.7% | +153.1% | +144.6% |
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