+42.8%
DE vs ACWI
+11.6%
+31.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | +2.3% | +2.7% | -0.4% | +0.9% |
| 30D | +4.4% | -2.6% | +7.0% | +5.7% |
| 3M | +9.8% | -3.2% | +13.0% | +11.5% |
| 6M | +15.8% | +1.9% | +13.9% | +14.1% |
| YTD | +47.0% | +11.3% | +35.6% | +37.9% |
| 1Y | +42.8% | +11.7% | +31.1% | +34.0% |
| All | +42.8% | +11.6% | +31.2% | +34.0% |
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