+3,459.3%
FIX vs ACWI
+219.2%
+3,240.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -3.8% | -7.8% | -6.2% |
| 7D | -27.2% | -4.0% | -23.2% | -22.8% |
| 30D | -46.9% | -5.8% | -41.1% | -41.9% |
| 3M | -44.4% | -5.0% | -39.4% | -39.9% |
| 6M | -50.9% | +0.7% | -51.6% | -50.6% |
| YTD | +3.5% | +8.4% | -4.9% | -4.8% |
| 1Y | -2.1% | +10.1% | -12.2% | -11.3% |
| 3Y | +418.7% | +70.8% | +348.0% | +179.8% |
| 5Y | +894.6% | +55.4% | +839.2% | +507.1% |
| All | +3,459.3% | +219.2% | +3,240.2% | +814.5% |
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