+1,797.8%
CNC vs ACWI
+356.8%
+1,441.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +3.5% | +0.5% | +3.0% | +3.1% |
| 30D | +0.1% | +0.9% | -0.8% | -0.6% |
| 3M | +6.9% | +2.4% | +4.5% | +4.7% |
| 6M | +49.0% | +12.4% | +36.6% | +35.2% |
| YTD | +62.9% | +15.2% | +47.8% | +44.8% |
| 1Y | +134.0% | +22.7% | +111.3% | +97.8% |
| 3Y | +9.4% | +75.8% | -66.4% | -32.2% |
| 5Y | +4.1% | +67.7% | -63.6% | -33.9% |
| 10Y | +95.4% | +229.0% | -133.6% | -27.2% |
| All | +1,797.8% | +356.8% | +1,441.0% | +500.3% |
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 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