+62.2%
GEV vs ACWI
+21.5%
+40.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +4.0% |
| 7D | +8.1% | +1.1% | +7.0% | +5.9% |
| 30D | -1.9% | -0.2% | -1.7% | -1.5% |
| 3M | +4.1% | +4.7% | -0.6% | -3.9% |
| 6M | +23.2% | +14.5% | +8.7% | -3.6% |
| YTD | +48.9% | +14.6% | +34.3% | +14.3% |
| 1Y | +62.2% | +21.4% | +40.8% | +10.4% |
| All | +62.2% | +21.5% | +40.7% | +10.4% |
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