+140.6%
EXE vs ACWI
+74.4%
+66.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.8% |
| 7D | -6.6% | -2.4% | -4.2% | -5.1% |
| 30D | -4.0% | -5.2% | +1.2% | -0.6% |
| 3M | -7.5% | -4.8% | -2.6% | -4.5% |
| 6M | -11.7% | -1.3% | -10.4% | -11.6% |
| YTD | -22.0% | +8.4% | -30.4% | -27.9% |
| 1Y | -21.8% | +11.0% | -32.8% | -29.1% |
| 3Y | +8.0% | +70.6% | -62.5% | -32.6% |
| 5Y | +62.3% | +55.3% | +7.0% | +7.8% |
| All | +140.6% | +74.4% | +66.2% | +46.9% |
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