+938.8%
NDAQ vs ACWI
+330.1%
+608.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.8% | +1.2% | +1.5% |
| 7D | +1.2% | -4.0% | +5.2% | +5.7% |
| 30D | +15.8% | -5.8% | +21.6% | +23.3% |
| 3M | +13.4% | -5.0% | +18.4% | +19.5% |
| 6M | +20.9% | +0.7% | +20.2% | +18.8% |
| YTD | +11.1% | +8.4% | +2.7% | +0.3% |
| 1Y | +26.5% | +10.1% | +16.4% | +12.2% |
| 3Y | +121.5% | +70.8% | +50.7% | +19.8% |
| 5Y | +61.3% | +55.4% | +5.9% | -3.9% |
| 10Y | +480.0% | +223.3% | +256.7% | +43.5% |
| All | +938.8% | +330.1% | +608.7% | +96.5% |
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