+34.6%
DG vs ACWI
+13.1%
+21.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.5% |
| 7D | -3.0% | -0.7% | -2.3% | -2.7% |
| 30D | +8.6% | -2.0% | +10.6% | +9.5% |
| 3M | +15.0% | -2.2% | +17.2% | +16.0% |
| 6M | +32.7% | +1.9% | +30.8% | +30.5% |
| YTD | +5.5% | +12.0% | -6.5% | -2.7% |
| 1Y | +34.6% | +12.5% | +22.1% | +24.3% |
| All | +34.6% | +13.1% | +21.5% | +24.3% |
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