+2,306.5%
MSCI vs ACWI
+330.1%
+1,976.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.8% | +1.1% | +1.2% |
| 7D | +6.0% | -4.0% | +10.1% | +10.6% |
| 30D | +18.2% | -5.8% | +24.0% | +25.6% |
| 3M | +15.1% | -5.0% | +20.1% | +21.2% |
| 6M | +13.7% | +0.7% | +13.0% | +11.7% |
| YTD | +15.6% | +8.4% | +7.2% | +4.4% |
| 1Y | +16.3% | +10.1% | +6.2% | +3.2% |
| 3Y | +36.9% | +70.8% | -33.9% | -24.8% |
| 5Y | +6.3% | +55.4% | -49.1% | -33.5% |
| 10Y | +823.0% | +223.3% | +599.7% | +184.0% |
| All | +2,306.5% | +330.1% | +1,976.3% | +483.4% |
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