+23.1%
ED vs ACWI
+11.6%
+11.4%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | -0.1% |
| 7D | -1.7% | +2.7% | -4.4% | -0.8% |
| 30D | +10.7% | -2.6% | +13.3% | +9.7% |
| 3M | +11.6% | -3.2% | +14.8% | +10.3% |
| 6M | +13.5% | +1.9% | +11.6% | +14.6% |
| YTD | +23.1% | +11.3% | +11.8% | +27.6% |
| 1Y | +23.1% | +11.7% | +11.4% | +27.9% |
| All | +23.1% | +11.6% | +11.4% | +27.9% |
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 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