+62.6%
NDAQ vs ACWI
+54.8%
+7.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.8% | -2.4% | +3.2% | +2.8% |
| 30D | +16.5% | -5.2% | +21.7% | +21.6% |
| 3M | +13.5% | -4.8% | +18.3% | +18.0% |
| 6M | +20.9% | -1.3% | +22.2% | +21.5% |
| YTD | +11.4% | +8.4% | +3.0% | +2.9% |
| 1Y | +25.9% | +11.0% | +14.9% | +13.8% |
| 3Y | +119.9% | +70.6% | +49.3% | +34.8% |
| All | +62.6% | +54.8% | +7.8% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling