+18.2%
D vs ACWI
+10.2%
+8.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +3.0% | -2.4% | +5.3% | +3.0% |
| 30D | +11.5% | -5.2% | +16.7% | +11.4% |
| 3M | +3.7% | -4.8% | +8.6% | +3.7% |
| 6M | +13.5% | -1.3% | +14.9% | +13.6% |
| YTD | +20.7% | +8.4% | +12.3% | +20.7% |
| 1Y | +18.2% | +11.0% | +7.2% | +18.3% |
| All | +18.2% | +10.2% | +8.0% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling