+96.7%
GD vs ACWI
+55.1%
+41.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.8% | +1.5% | -0.3% |
| 7D | -3.9% | -4.0% | +0.1% | -1.9% |
| 30D | +8.1% | -5.8% | +13.9% | +11.4% |
| 3M | -6.8% | -5.0% | -1.7% | -4.4% |
| 6M | +3.0% | +0.7% | +2.3% | +2.0% |
| YTD | +7.8% | +8.4% | -0.7% | +2.1% |
| 1Y | +5.8% | +10.1% | -4.3% | -0.6% |
| 3Y | +55.3% | +70.8% | -15.5% | +13.3% |
| 5Y | +96.7% | +55.4% | +41.3% | +48.9% |
| All | +96.7% | +55.1% | +41.6% | +48.9% |
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