+5,892.0%
FIX vs ACWI
+228.2%
+5,663.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +2.0% |
| 7D | +6.0% | +0.5% | +5.5% | +5.3% |
| 30D | -7.2% | +0.9% | -8.1% | -8.3% |
| 3M | -15.9% | +2.4% | -18.2% | -17.8% |
| 6M | +12.7% | +12.4% | +0.4% | -2.2% |
| YTD | +72.8% | +15.2% | +57.6% | +45.4% |
| 1Y | +122.9% | +22.7% | +100.2% | +74.0% |
| 3Y | +774.3% | +75.8% | +698.5% | +350.9% |
| 5Y | +2,049.5% | +67.7% | +1,981.8% | +1,081.4% |
| All | +5,892.0% | +228.2% | +5,663.8% | +1,504.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling