+797.7%
CF vs ACWI
+356.8%
+440.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +6.0% | +0.5% | +5.5% | +5.4% |
| 30D | +14.8% | +0.9% | +14.0% | +13.6% |
| 3M | +14.1% | +2.4% | +11.7% | +10.2% |
| 6M | +28.5% | +12.4% | +16.2% | +9.5% |
| YTD | +74.9% | +15.2% | +59.8% | +44.6% |
| 1Y | +61.7% | +22.7% | +39.0% | +24.2% |
| 3Y | +80.3% | +75.8% | +4.5% | -10.2% |
| 5Y | +226.0% | +67.7% | +158.2% | +66.1% |
| 10Y | +569.9% | +229.0% | +340.9% | +58.3% |
| All | +797.7% | +356.8% | +440.8% | +64.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling