+70.5%
NDAQ vs ACWI
+59.2%
+11.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.8% |
| 7D | +2.9% | -0.2% | +3.0% | +2.9% |
| 30D | +17.5% | -3.3% | +20.8% | +20.6% |
| 3M | +15.4% | -3.4% | +18.9% | +18.6% |
| 6M | +24.6% | +0.8% | +23.8% | +23.0% |
| YTD | +14.4% | +10.7% | +3.7% | +3.9% |
| 1Y | +26.9% | +11.6% | +15.3% | +14.4% |
| 3Y | +119.8% | +73.4% | +46.4% | +33.0% |
| 5Y | +70.5% | +60.2% | +10.3% | +12.3% |
| All | +70.5% | +59.2% | +11.3% | +12.3% |
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 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