+222.4%
LNG vs ACWI
+67.7%
+154.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -5.3% |
| 7D | -6.2% | +1.1% | -7.2% | -6.6% |
| 30D | +8.0% | -0.2% | +8.2% | +8.0% |
| 3M | +16.9% | +4.7% | +12.2% | +13.9% |
| 6M | +8.7% | +14.5% | -5.8% | +0.3% |
| YTD | +43.0% | +14.6% | +28.4% | +31.7% |
| 1Y | +19.4% | +21.4% | -2.0% | +5.8% |
| 3Y | +74.7% | +77.6% | -2.9% | +20.8% |
| 5Y | +222.4% | +68.1% | +154.3% | +128.3% |
| All | +222.4% | +67.7% | +154.7% | +128.3% |
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