+551.6%
ED vs ACWI
+330.1%
+221.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.8% | +4.8% | +2.4% |
| 7D | +5.2% | -4.0% | +9.2% | +6.7% |
| 30D | +15.5% | -5.8% | +21.3% | +18.0% |
| 3M | +13.0% | -5.0% | +18.1% | +15.1% |
| 6M | +13.1% | +0.7% | +12.4% | +12.3% |
| YTD | +25.3% | +8.4% | +16.9% | +20.4% |
| 1Y | +30.5% | +10.1% | +20.4% | +24.6% |
| 3Y | +49.3% | +70.8% | -21.4% | +17.3% |
| 5Y | +84.6% | +55.4% | +29.2% | +49.4% |
| 10Y | +135.4% | +223.3% | -87.9% | +36.5% |
| All | +551.6% | +330.1% | +221.4% | +206.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling