+589.6%
DG vs ACWI
+408.6%
+181.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.0% | -3.1% |
| 7D | +1.1% | -2.4% | +3.4% | +2.3% |
| 30D | +9.5% | -5.2% | +14.7% | +12.3% |
| 3M | +5.5% | -4.8% | +10.3% | +7.9% |
| 6M | +16.1% | -1.3% | +17.4% | +16.6% |
| YTD | +2.7% | +8.4% | -5.7% | -1.5% |
| 1Y | +42.1% | +11.0% | +31.1% | +34.7% |
| 3Y | +19.3% | +70.6% | -51.3% | -10.1% |
| 5Y | -35.3% | +55.3% | -90.7% | -49.3% |
| 10Y | +123.9% | +223.2% | -99.3% | +20.3% |
| All | +589.6% | +408.6% | +181.0% | +199.9% |
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