+160.3%
FN vs ACWI
+76.1%
+84.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.2% | +3.2% |
| 7D | -1.7% | +0.5% | -2.2% | -2.8% |
| 30D | -22.0% | +0.9% | -22.9% | -23.0% |
| 3M | -43.0% | +2.4% | -45.4% | -44.8% |
| 6M | -27.7% | +12.4% | -40.1% | -42.0% |
| YTD | -10.5% | +15.2% | -25.7% | -31.3% |
| 1Y | +12.5% | +22.7% | -10.2% | -23.0% |
| All | +160.3% | +76.1% | +84.2% | -0.6% |
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