+76.6%
ILMN vs ACWI
+12.3%
+64.2%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.2% |
| 7D | -9.8% | -0.2% | -9.6% | -9.4% |
| 30D | -22.7% | -3.3% | -19.5% | -20.0% |
| 3M | +12.1% | -3.4% | +15.5% | +16.1% |
| 6M | +51.5% | +0.8% | +50.7% | +52.5% |
| YTD | +63.9% | +10.7% | +53.2% | +52.7% |
| 1Y | +76.6% | +11.6% | +65.0% | +62.8% |
| All | +76.6% | +12.3% | +64.2% | +62.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling