+488.5%
NDAQ vs ACWI
+224.5%
+264.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +1.3% | +2.4% | -1.2% | -1.0% |
| 30D | +18.0% | -1.7% | +19.6% | +19.5% |
| 3M | +11.5% | -3.9% | +15.5% | +15.4% |
| 6M | +21.1% | +0.8% | +20.3% | +19.4% |
| YTD | +12.8% | +11.0% | +1.8% | +1.4% |
| 1Y | +25.7% | +13.1% | +12.6% | +11.0% |
| 3Y | +116.8% | +73.9% | +42.9% | +27.0% |
| 5Y | +67.3% | +59.0% | +8.2% | +6.4% |
| All | +488.5% | +224.5% | +264.0% | +84.0% |
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