+5.7%
CVS vs ACWI
+54.8%
-49.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | -7.1% | -2.4% | -4.7% | -6.4% |
| 30D | -4.0% | -5.2% | +1.2% | -2.2% |
| 3M | -12.2% | -4.8% | -7.4% | -10.8% |
| 6M | -2.2% | -1.3% | -0.9% | -2.3% |
| YTD | +8.9% | +8.4% | +0.5% | +4.0% |
| 1Y | +9.9% | +11.0% | -1.2% | +3.7% |
| 3Y | +32.1% | +70.6% | -38.5% | -0.5% |
| All | +5.7% | +54.8% | -49.1% | -19.1% |
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 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