+1,570.3%
ETN vs ACWI
+356.8%
+1,213.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +2.0% | +0.5% | +1.5% | +1.5% |
| 30D | -7.9% | +0.9% | -8.8% | -8.8% |
| 3M | -1.6% | +2.4% | -4.0% | -3.5% |
| 6M | +16.9% | +12.4% | +4.5% | +3.4% |
| YTD | +30.1% | +15.2% | +14.9% | +12.1% |
| 1Y | +19.3% | +22.7% | -3.4% | -3.9% |
| 3Y | +82.5% | +75.8% | +6.7% | +1.1% |
| 5Y | +166.8% | +67.7% | +99.1% | +55.1% |
| 10Y | +649.7% | +229.0% | +420.7% | +114.6% |
| All | +1,570.3% | +356.8% | +1,213.4% | +255.4% |
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