+204.2%
EQT vs ACWI
+65.2%
+139.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.5% | +1.3% |
| 7D | -1.2% | -1.9% | +0.8% | +0.5% |
| 30D | +1.1% | -1.3% | +2.4% | +2.2% |
| 3M | +4.8% | +5.0% | -0.2% | -0.3% |
| 6M | -10.6% | +11.7% | -22.3% | -20.3% |
| YTD | +3.4% | +13.0% | -9.5% | -9.1% |
| 1Y | +8.7% | +19.2% | -10.6% | -9.6% |
| 3Y | +35.0% | +75.0% | -40.1% | -25.3% |
| 5Y | +204.2% | +67.1% | +137.2% | +76.5% |
| All | +204.2% | +65.2% | +139.1% | +76.5% |
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