-32.3%
DG vs ACWI
+61.3%
-93.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.4% |
| 7D | -3.0% | -0.7% | -2.3% | -2.7% |
| 30D | +8.6% | -2.0% | +10.6% | +9.4% |
| 3M | +15.0% | -2.2% | +17.2% | +15.9% |
| 6M | +32.7% | +1.9% | +30.8% | +31.5% |
| YTD | +5.5% | +12.0% | -6.5% | +0.7% |
| 1Y | +34.6% | +12.5% | +22.1% | +28.3% |
| 3Y | +24.2% | +75.4% | -51.2% | -4.1% |
| 5Y | -32.3% | +61.5% | -93.8% | -47.7% |
| All | -32.3% | +61.3% | -93.6% | -47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling