-36.9%
GIS vs ACWI
+70.3%
-107.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +3.6% | -2.4% | +5.9% | +3.3% |
| 30D | +13.9% | -5.2% | +19.1% | +13.4% |
| 3M | +0.3% | -4.8% | +5.1% | -0.1% |
| 6M | +5.0% | -1.3% | +6.3% | +4.7% |
| YTD | -18.4% | +8.4% | -26.8% | -18.7% |
| 1Y | -17.4% | +11.0% | -28.5% | -17.8% |
| 3Y | -36.9% | +70.6% | -107.5% | -38.5% |
| All | -36.9% | +70.3% | -107.3% | -38.5% |
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