-31.8%
MP vs ACWI
+10.2%
-42.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +5.0% | +5.0% |
| 7D | -10.5% | -2.4% | -8.2% | -5.8% |
| 30D | -23.5% | -5.2% | -18.3% | -13.0% |
| 3M | -25.4% | -4.8% | -20.6% | -15.6% |
| 6M | -51.3% | -1.3% | -49.9% | -48.9% |
| YTD | -29.9% | +8.4% | -38.3% | -42.1% |
| 1Y | -31.8% | +11.0% | -42.9% | -47.7% |
| All | -31.8% | +10.2% | -42.0% | -47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling