+50.0%
EXPE vs ACWI
+14.9%
+35.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.7% | +8.9% | +9.3% |
| 7D | +14.6% | -0.5% | +15.1% | +14.9% |
| 30D | +21.4% | -1.6% | +23.0% | +22.7% |
| 3M | +1.4% | -1.3% | +2.7% | +2.3% |
| 6M | +28.6% | +5.8% | +22.8% | +20.9% |
| YTD | +12.1% | +12.7% | -0.6% | -2.5% |
| 1Y | +50.0% | +15.0% | +35.0% | +25.6% |
| All | +50.0% | +14.9% | +35.1% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling