+583.4%
DG vs ACWI
+440.4%
+143.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +8.4% | +0.5% | +7.9% | +8.1% |
| 30D | +4.9% | +0.9% | +4.1% | +4.5% |
| 3M | +29.3% | +2.4% | +26.9% | +27.7% |
| 6M | -11.3% | +12.4% | -23.6% | -16.3% |
| YTD | +1.8% | +15.2% | -13.4% | -5.2% |
| 1Y | +25.3% | +22.7% | +2.6% | +13.2% |
| 3Y | +9.1% | +75.8% | -66.7% | -18.9% |
| 5Y | -34.9% | +67.7% | -102.6% | -50.9% |
| 10Y | +108.2% | +229.0% | -120.8% | +10.7% |
| All | +583.4% | +440.4% | +143.0% | +188.7% |
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 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