+82.9%
ED vs ACWI
+54.8%
+28.1%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.4% |
| 7D | +1.6% | -2.4% | +4.0% | +1.9% |
| 30D | +13.3% | -5.2% | +18.5% | +14.0% |
| 3M | +9.7% | -4.8% | +14.5% | +10.3% |
| 6M | +12.8% | -1.3% | +14.1% | +12.7% |
| YTD | +22.3% | +8.4% | +13.9% | +20.1% |
| 1Y | +26.3% | +11.0% | +15.3% | +23.3% |
| 3Y | +45.0% | +70.6% | -25.5% | +22.6% |
| All | +82.9% | +54.8% | +28.1% | +52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling