+112.4%
CNH vs ACWI
+219.0%
-106.6%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -1.7% | -2.4% | +0.7% | +1.3% |
| 30D | -7.2% | -5.2% | -2.0% | -0.8% |
| 3M | +6.5% | -4.8% | +11.4% | +13.3% |
| 6M | +7.9% | -1.3% | +9.2% | +9.3% |
| YTD | +26.6% | +8.4% | +18.2% | +13.3% |
| 1Y | +13.8% | +11.0% | +2.7% | -1.5% |
| 3Y | +9.2% | +70.6% | -61.4% | -47.1% |
| 5Y | -15.6% | +55.3% | -70.9% | -52.9% |
| All | +112.4% | +219.0% | -106.6% | -53.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling