+1,135.5%
DE vs ACWI
+356.8%
+778.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +10.0% | +0.5% | +9.5% | +9.4% |
| 30D | +13.3% | +0.9% | +12.5% | +12.1% |
| 3M | +17.5% | +2.4% | +15.1% | +14.2% |
| 6M | +13.6% | +12.4% | +1.2% | -0.5% |
| YTD | +49.8% | +15.2% | +34.6% | +27.6% |
| 1Y | +47.9% | +22.7% | +25.2% | +17.1% |
| 3Y | +72.5% | +75.8% | -3.3% | -8.8% |
| 5Y | +90.2% | +67.7% | +22.5% | +4.6% |
| 10Y | +865.4% | +229.0% | +636.4% | +153.6% |
| All | +1,135.5% | +356.8% | +778.7% | +119.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling