+47.3%
EXPE vs ACWI
+58.7%
-11.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | -0.5% | +2.4% | -2.9% | -4.0% |
| 30D | -6.1% | -1.7% | -4.4% | -3.4% |
| 3M | -21.3% | -3.9% | -17.4% | -16.4% |
| 6M | +19.0% | +0.8% | +18.2% | +17.0% |
| YTD | -8.4% | +11.0% | -19.5% | -22.8% |
| 1Y | -2.8% | +13.1% | -15.9% | -20.2% |
| 3Y | +120.8% | +73.9% | +46.9% | -8.0% |
| All | +47.3% | +58.7% | -11.5% | -25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling