+186.8%
GS vs ACWI
+70.4%
+116.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.8% | -2.5% | -0.9% |
| 7D | -6.3% | -4.0% | -2.3% | -0.5% |
| 30D | -3.1% | -5.8% | +2.7% | +5.8% |
| 3M | -17.7% | -5.0% | -12.6% | -11.0% |
| 6M | -4.6% | +0.7% | -5.3% | -4.6% |
| YTD | +0.3% | +8.4% | -8.1% | -9.3% |
| 1Y | +11.7% | +10.1% | +1.6% | -1.0% |
| All | +186.8% | +70.4% | +116.4% | +45.8% |
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 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