+666.4%
CI vs ACWI
+356.8%
+309.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +1.3% | +0.5% | +0.8% | +0.8% |
| 30D | +4.4% | +0.9% | +3.6% | +3.6% |
| 3M | +0.7% | +2.4% | -1.7% | -2.2% |
| 6M | +0.3% | +12.4% | -12.0% | -11.1% |
| YTD | +3.8% | +15.2% | -11.3% | -10.3% |
| 1Y | -5.5% | +22.7% | -28.2% | -23.3% |
| 3Y | +8.1% | +75.8% | -67.7% | -40.2% |
| 5Y | +42.8% | +67.7% | -24.9% | -19.1% |
| 10Y | +143.9% | +229.0% | -85.1% | -30.5% |
| All | +666.4% | +356.8% | +309.5% | +32.1% |
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