-22.1%
CG vs ACWI
+13.1%
-35.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -3.0% |
| 7D | -3.8% | -0.7% | -3.2% | -2.9% |
| 30D | +7.5% | -2.0% | +9.5% | +10.4% |
| 3M | -14.4% | -2.2% | -12.2% | -11.8% |
| 6M | -15.7% | +1.9% | -17.5% | -17.7% |
| YTD | -29.0% | +12.0% | -41.0% | -39.5% |
| 1Y | -22.1% | +12.5% | -34.6% | -34.0% |
| All | -22.1% | +13.1% | -35.2% | -34.0% |
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