+41.9%
CMI vs ACWI
+23.6%
+18.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -0.7% | +0.5% | -1.2% | -1.5% |
| 30D | -13.4% | +0.9% | -14.3% | -14.7% |
| 3M | -17.0% | +2.4% | -19.4% | -20.1% |
| 6M | -1.6% | +12.4% | -14.0% | -18.1% |
| YTD | +11.0% | +15.2% | -4.2% | -10.2% |
| 1Y | +41.9% | +22.7% | +19.2% | +5.2% |
| All | +41.9% | +23.6% | +18.3% | +5.2% |
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