+5.6%
LOW vs ACWI
+54.8%
-49.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | +7.4% | -2.4% | +9.8% | +9.6% |
| 30D | +24.5% | -5.2% | +29.7% | +30.1% |
| 3M | +3.5% | -4.8% | +8.3% | +7.8% |
| 6M | -2.6% | -1.3% | -1.3% | -2.1% |
| YTD | -4.8% | +8.4% | -13.2% | -12.2% |
| 1Y | -0.8% | +11.0% | -11.8% | -10.6% |
| 3Y | +22.8% | +70.6% | -47.7% | -27.2% |
| All | +5.6% | +54.8% | -49.2% | -31.8% |
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 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