+46.6%
DE vs ACWI
+12.3%
+34.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.3% |
| 7D | +3.3% | -0.2% | +3.4% | +3.3% |
| 30D | +10.7% | -3.3% | +14.0% | +12.6% |
| 3M | +13.1% | -3.4% | +16.5% | +15.0% |
| 6M | +20.2% | +0.8% | +19.4% | +19.2% |
| YTD | +48.9% | +10.7% | +38.2% | +40.0% |
| 1Y | +46.6% | +11.6% | +35.0% | +37.7% |
| All | +46.6% | +12.3% | +34.3% | +37.7% |
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