+13.1%
CNH vs ACWI
+67.7%
-54.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.1% | +4.1% |
| 7D | +23.3% | +0.5% | +22.8% | +22.5% |
| 30D | +33.5% | +0.9% | +32.6% | +32.0% |
| 3M | +32.7% | +2.4% | +30.3% | +28.9% |
| 6M | +22.2% | +12.4% | +9.8% | +5.8% |
| YTD | +57.7% | +15.2% | +42.5% | +32.3% |
| 1Y | +28.0% | +22.7% | +5.3% | -0.9% |
| 3Y | +11.5% | +75.8% | -64.2% | -45.2% |
| All | +13.1% | +67.7% | -54.6% | -39.6% |
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