+54.5%
CI vs ACWI
+55.1%
-0.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.8% | +2.5% | +0.1% |
| 7D | +1.0% | -4.0% | +5.0% | +2.5% |
| 30D | +9.9% | -5.8% | +15.7% | +12.2% |
| 3M | +12.1% | -5.0% | +17.1% | +14.0% |
| 6M | +10.6% | +0.7% | +9.9% | +9.7% |
| YTD | +11.4% | +8.4% | +3.0% | +7.0% |
| 1Y | +18.8% | +10.1% | +8.7% | +13.3% |
| 3Y | +2.9% | +70.8% | -67.9% | -21.1% |
| 5Y | +54.5% | +55.4% | -0.9% | +29.3% |
| All | +54.5% | +55.1% | -0.5% | +29.3% |
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