+469.3%
NDAQ vs ACWI
+226.8%
+242.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -1.1% |
| 7D | -0.1% | +0.3% | -0.4% | -0.5% |
| 30D | +15.9% | -2.8% | +18.7% | +18.7% |
| 3M | +15.1% | -3.2% | +18.2% | +18.2% |
| 6M | +22.9% | +1.3% | +21.6% | +20.6% |
| YTD | +12.8% | +11.2% | +1.6% | +1.3% |
| 1Y | +26.0% | +13.8% | +12.2% | +10.7% |
| 3Y | +119.7% | +76.2% | +43.5% | +27.1% |
| 5Y | +65.4% | +59.5% | +5.9% | +5.0% |
| 10Y | +469.3% | +222.2% | +247.1% | +76.4% |
| All | +469.3% | +226.8% | +242.4% | +76.4% |
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 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