+231.7%
CTVA vs ACWI
+158.8%
+72.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.8% |
| 7D | +4.9% | +0.5% | +4.4% | +4.4% |
| 30D | +11.9% | +0.9% | +11.1% | +10.9% |
| 3M | +13.7% | +2.4% | +11.3% | +10.7% |
| 6M | +13.1% | +12.4% | +0.8% | +0.5% |
| YTD | +32.0% | +15.2% | +16.8% | +14.5% |
| 1Y | +22.1% | +22.7% | -0.6% | -0.6% |
| 3Y | +77.5% | +75.8% | +1.7% | +1.1% |
| 5Y | +106.3% | +67.7% | +38.6% | +22.6% |
| All | +231.7% | +158.8% | +72.8% | +12.9% |
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