+53.1%
DOW vs ACWI
+13.1%
+40.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.2% | +2.2% | +3.8% |
| 7D | -0.5% | -0.7% | +0.2% | -0.7% |
| 30D | +15.7% | -2.0% | +17.7% | +14.9% |
| 3M | +5.3% | -2.2% | +7.5% | +4.7% |
| 6M | -14.2% | +1.9% | -16.1% | -13.3% |
| YTD | +43.9% | +12.0% | +31.9% | +44.0% |
| 1Y | +53.1% | +12.5% | +40.5% | +52.7% |
| All | +53.1% | +13.1% | +40.0% | +52.7% |
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 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