+286.6%
FTI vs ACWI
+78.5%
+208.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +5.3% | +0.5% | +4.8% | +4.7% |
| 30D | +15.3% | +0.9% | +14.5% | +14.3% |
| 3M | +15.8% | +2.4% | +13.4% | +12.7% |
| 6M | +22.6% | +12.4% | +10.2% | +7.2% |
| YTD | +79.5% | +15.2% | +64.4% | +52.4% |
| 1Y | +102.0% | +22.7% | +79.3% | +58.0% |
| All | +286.6% | +78.5% | +208.1% | +124.8% |
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 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