+183.1%
MAR vs ACWI
+60.2%
+122.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.4% |
| 7D | +1.8% | +2.7% | -0.9% | -1.2% |
| 30D | +14.3% | -2.6% | +16.9% | +17.4% |
| 3M | +20.0% | -3.2% | +23.2% | +23.9% |
| 6M | +21.7% | +1.9% | +19.9% | +18.0% |
| YTD | +37.7% | +11.3% | +26.3% | +20.3% |
| 1Y | +46.8% | +11.7% | +35.1% | +27.7% |
| 3Y | +121.0% | +74.4% | +46.6% | +13.6% |
| 5Y | +183.1% | +59.5% | +123.6% | +70.9% |
| All | +183.1% | +60.2% | +122.9% | +70.9% |
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