+782.7%
DE vs ACWI
+220.7%
+562.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | 0.0% |
| 7D | +3.3% | -0.2% | +3.4% | +3.4% |
| 30D | +10.7% | -3.3% | +14.0% | +14.3% |
| 3M | +13.1% | -3.4% | +16.5% | +16.8% |
| 6M | +20.2% | +0.8% | +19.4% | +18.4% |
| YTD | +48.9% | +10.7% | +38.2% | +32.5% |
| 1Y | +46.6% | +11.6% | +35.0% | +29.2% |
| 3Y | +91.4% | +73.4% | +18.0% | +3.7% |
| 5Y | +108.1% | +60.2% | +48.0% | +22.4% |
| 10Y | +782.7% | +221.6% | +561.1% | +167.9% |
| All | +782.7% | +220.7% | +562.0% | +167.9% |
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 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