+3,217.9%
MA vs ACWI
+330.1%
+2,887.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.8% | +1.3% | +1.4% |
| 7D | +3.2% | -4.0% | +7.2% | +7.6% |
| 30D | +15.9% | -5.8% | +21.8% | +23.1% |
| 3M | +15.2% | -5.0% | +20.2% | +21.0% |
| 6M | +32.4% | +0.7% | +31.7% | +29.8% |
| YTD | +15.6% | +8.4% | +7.2% | +4.3% |
| 1Y | +19.3% | +10.1% | +9.2% | +5.8% |
| 3Y | +73.0% | +70.8% | +2.2% | -4.9% |
| 5Y | +93.7% | +55.4% | +38.4% | +18.7% |
| 10Y | +575.0% | +223.3% | +351.6% | +103.6% |
| All | +3,217.9% | +330.1% | +2,887.8% | +738.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling