+283.0%
CG vs ACWI
+336.6%
-53.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.8% | -2.7% | -1.1% |
| 7D | -1.5% | -4.0% | +2.5% | +4.5% |
| 30D | +2.8% | -5.8% | +8.6% | +11.9% |
| 3M | -19.2% | -5.0% | -14.2% | -13.1% |
| 6M | -21.0% | +0.7% | -21.7% | -21.8% |
| YTD | -31.0% | +8.4% | -39.4% | -38.3% |
| 1Y | -21.1% | +10.1% | -31.2% | -30.9% |
| 3Y | +48.8% | +70.8% | -22.0% | -25.9% |
| 5Y | -21.5% | +55.4% | -76.9% | -53.8% |
| 10Y | +298.1% | +223.3% | +74.8% | +2.6% |
| All | +283.0% | +336.6% | -53.6% | -21.1% |
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