+762.4%
FTI vs ACWI
+54.8%
+707.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.2% | +3.2% |
| 7D | -7.6% | -2.4% | -5.3% | -5.4% |
| 30D | -7.1% | -5.2% | -1.9% | -2.0% |
| 3M | -8.7% | -4.8% | -3.9% | -4.1% |
| 6M | -14.0% | -1.3% | -12.7% | -13.5% |
| YTD | +42.8% | +8.4% | +34.5% | +28.9% |
| 1Y | +50.4% | +11.0% | +39.3% | +31.9% |
| 3Y | +194.1% | +70.6% | +123.6% | +63.1% |
| All | +762.4% | +54.8% | +707.6% | +465.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling