+50.3%
EW vs ACWI
+70.4%
-20.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.8% | +5.3% | +3.8% |
| 7D | +6.8% | -4.0% | +10.8% | +9.4% |
| 30D | +16.6% | -5.8% | +22.4% | +20.8% |
| 3M | +13.3% | -5.0% | +18.3% | +16.7% |
| 6M | +21.6% | +0.7% | +20.9% | +20.2% |
| YTD | +18.3% | +8.4% | +9.8% | +11.3% |
| 1Y | +21.7% | +10.1% | +11.6% | +13.3% |
| All | +50.3% | +70.4% | -20.2% | -1.4% |
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 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