+847.5%
MSCI vs ACWI
+224.5%
+623.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.7% |
| 7D | +3.0% | +2.4% | +0.6% | +0.1% |
| 30D | +17.8% | -1.7% | +19.5% | +19.9% |
| 3M | +15.2% | -3.9% | +19.1% | +20.3% |
| 6M | +16.5% | +0.8% | +15.7% | +14.0% |
| YTD | +16.4% | +11.0% | +5.3% | +0.5% |
| 1Y | +16.8% | +13.1% | +3.7% | -1.4% |
| 3Y | +35.8% | +73.9% | -38.1% | -34.6% |
| 5Y | +7.0% | +59.0% | -52.1% | -40.9% |
| All | +847.5% | +224.5% | +623.0% | +115.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling