+492.6%
GEV vs ACWI
+44.4%
+448.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -9.8% | -2.4% | -7.4% | -5.8% |
| 30D | -22.3% | -5.2% | -17.1% | -13.7% |
| 3M | -22.6% | -4.8% | -17.7% | -14.5% |
| 6M | -30.7% | -1.3% | -29.4% | -28.2% |
| YTD | +18.7% | +8.4% | +10.3% | +2.6% |
| 1Y | +41.0% | +11.0% | +30.0% | +17.1% |
| All | +492.6% | +44.4% | +448.3% | +215.0% |
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