+84.7%
ET vs ACWI
+76.1%
+8.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.5% |
| 7D | +1.8% | -0.7% | +2.4% | +2.1% |
| 30D | -3.0% | -2.0% | -1.0% | -2.0% |
| 3M | -4.7% | -2.2% | -2.5% | -3.8% |
| 6M | +2.7% | +1.9% | +0.8% | +0.9% |
| YTD | +26.5% | +12.0% | +14.6% | +16.1% |
| 1Y | +25.0% | +12.5% | +12.4% | +14.1% |
| All | +84.7% | +76.1% | +8.6% | +23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling