+448.7%
FIX vs ACWI
+70.3%
+378.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.5% | +5.5% |
| 7D | -17.5% | -2.4% | -15.1% | -13.4% |
| 30D | -41.6% | -5.2% | -36.4% | -34.4% |
| 3M | -40.6% | -4.8% | -35.8% | -33.8% |
| 6M | -49.4% | -1.3% | -48.1% | -47.1% |
| YTD | +9.2% | +8.4% | +0.8% | -4.7% |
| 1Y | +6.5% | +11.0% | -4.6% | -10.8% |
| 3Y | +448.7% | +70.6% | +378.2% | +111.3% |
| All | +448.7% | +70.3% | +378.4% | +111.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling