+141.3%
ED vs ACWI
+220.7%
-79.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +0.9% |
| 7D | +2.1% | -0.2% | +2.3% | +2.1% |
| 30D | +12.4% | -3.3% | +15.7% | +13.5% |
| 3M | +13.1% | -3.4% | +16.5% | +14.3% |
| 6M | +14.1% | +0.8% | +13.3% | +13.3% |
| YTD | +23.1% | +10.7% | +12.4% | +17.8% |
| 1Y | +25.4% | +11.6% | +13.8% | +19.6% |
| 3Y | +47.9% | +73.4% | -25.5% | +15.2% |
| 5Y | +81.9% | +60.2% | +21.7% | +45.3% |
| 10Y | +141.3% | +221.6% | -80.3% | +24.8% |
| All | +141.3% | +220.7% | -79.4% | +24.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling