-6.1%
F vs ACWI
+11.8%
-17.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | -3.1% | +2.4% | -5.5% | -5.6% |
| 30D | 0.0% | -1.7% | +1.7% | +1.7% |
| 3M | -13.2% | -3.9% | -9.3% | -9.3% |
| 6M | -10.2% | +0.8% | -11.0% | -11.4% |
| YTD | -4.9% | +11.0% | -16.0% | -15.9% |
| 1Y | -6.1% | +13.1% | -19.2% | -19.1% |
| All | -6.1% | +11.8% | -17.9% | -19.1% |
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