+82.8%
GM vs ACWI
+67.7%
+15.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.8% | -1.6% |
| 7D | +0.4% | +1.1% | -0.7% | -0.9% |
| 30D | -1.8% | -0.2% | -1.6% | -1.6% |
| 3M | +2.6% | +4.7% | -2.1% | -3.2% |
| 6M | +14.6% | +14.5% | +0.1% | -3.8% |
| YTD | +6.2% | +14.6% | -8.4% | -10.9% |
| 1Y | +48.7% | +21.4% | +27.2% | +15.4% |
| 3Y | +168.3% | +77.6% | +90.7% | +21.9% |
| 5Y | +82.8% | +68.1% | +14.7% | -7.8% |
| All | +82.8% | +67.7% | +15.1% | -7.8% |
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