+133.7%
GOOG vs ACWI
+67.7%
+66.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | +1.1% | +1.1% | 0.0% | -0.3% |
| 30D | -5.1% | -0.2% | -4.9% | -4.8% |
| 3M | -7.1% | +4.7% | -11.8% | -12.3% |
| 6M | +12.7% | +14.5% | -1.8% | -5.0% |
| YTD | +7.1% | +14.6% | -7.5% | -10.1% |
| 1Y | +43.6% | +21.4% | +22.2% | +12.1% |
| 3Y | +146.8% | +77.6% | +69.2% | +16.6% |
| 5Y | +133.7% | +68.1% | +65.6% | +21.4% |
| All | +133.7% | +67.7% | +66.0% | +21.4% |
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 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