-4.6%
EXPE vs ACWI
+12.3%
-16.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.7% |
| 7D | -11.2% | -0.2% | -11.0% | -10.3% |
| 30D | -7.5% | -3.3% | -4.2% | -4.6% |
| 3M | -19.1% | -3.4% | -15.7% | -16.4% |
| 6M | +10.7% | +0.8% | +9.9% | +10.2% |
| YTD | -9.9% | +10.7% | -20.6% | -20.4% |
| 1Y | -4.6% | +11.6% | -16.2% | -16.9% |
| All | -4.6% | +12.3% | -16.9% | -16.9% |
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 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