+2,596.9%
EW vs ACWI
+330.1%
+2,266.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.8% | +5.3% | +4.2% |
| 7D | +6.8% | -4.0% | +10.8% | +9.9% |
| 30D | +16.6% | -5.8% | +22.4% | +21.6% |
| 3M | +13.3% | -5.0% | +18.3% | +17.4% |
| 6M | +21.6% | +0.7% | +20.9% | +20.3% |
| YTD | +18.3% | +8.4% | +9.8% | +10.8% |
| 1Y | +21.7% | +10.1% | +11.6% | +12.7% |
| 3Y | +50.3% | +70.8% | -20.4% | +0.2% |
| 5Y | -15.0% | +55.4% | -70.4% | -38.9% |
| 10Y | +237.5% | +223.3% | +14.1% | +52.4% |
| All | +2,596.9% | +330.1% | +2,266.8% | +901.3% |
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