+23.9%
IP vs ACWI
+76.1%
-52.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | -5.3% | +0.5% | -5.8% | -5.7% |
| 30D | -10.9% | +0.9% | -11.7% | -11.6% |
| 3M | +11.2% | +2.4% | +8.8% | +8.6% |
| 6M | -10.2% | +12.4% | -22.6% | -19.8% |
| YTD | -2.0% | +15.2% | -17.1% | -14.3% |
| 1Y | -19.1% | +22.7% | -41.8% | -33.2% |
| All | +23.9% | +76.1% | -52.2% | -22.5% |
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