+937.9%
ET vs ACWI
+356.8%
+581.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.9% | +0.5% | +0.4% | +0.4% |
| 30D | +7.5% | +0.9% | +6.6% | +6.5% |
| 3M | +11.4% | +2.4% | +9.0% | +8.4% |
| 6M | +18.5% | +12.4% | +6.2% | +5.1% |
| YTD | +37.4% | +15.2% | +22.2% | +18.8% |
| 1Y | +30.9% | +22.7% | +8.2% | +6.4% |
| 3Y | +98.7% | +75.8% | +23.0% | +14.9% |
| 5Y | +230.7% | +67.7% | +163.0% | +97.8% |
| 10Y | +175.6% | +229.0% | -53.4% | -8.4% |
| All | +937.9% | +356.8% | +581.1% | +149.0% |
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 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