+50.7%
FTI vs ACWI
+13.1%
+37.6%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +0.8% |
| 7D | +1.4% | -0.7% | +2.0% | +1.7% |
| 30D | -6.3% | -2.0% | -4.3% | -5.4% |
| 3M | -13.1% | -2.2% | -11.0% | -12.3% |
| 6M | -8.0% | +1.9% | -9.9% | -8.3% |
| YTD | +47.1% | +12.0% | +35.1% | +38.8% |
| 1Y | +50.7% | +12.5% | +38.1% | +42.2% |
| All | +50.7% | +13.1% | +37.6% | +42.2% |
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