-14.1%
DOW vs ACWI
+1.9%
-16.0%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.4% | +1.5% |
| 7D | +3.7% | +2.7% | +1.0% | +5.4% |
| 30D | +16.3% | -2.6% | +18.9% | +14.2% |
| 3M | +9.7% | -3.2% | +12.9% | +7.5% |
| 6M | -14.1% | +1.9% | -16.0% | -13.2% |
| All | -14.1% | +1.9% | -16.0% | -13.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling