+838.9%
NDAQ vs ACWI
+356.8%
+482.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.8% | -1.8% |
| 7D | -2.4% | +0.5% | -2.9% | -3.0% |
| 30D | +2.5% | +0.9% | +1.6% | +1.5% |
| 3M | +9.9% | +2.4% | +7.5% | +6.6% |
| 6M | +9.4% | +12.4% | -2.9% | -4.7% |
| YTD | +0.4% | +15.2% | -14.7% | -14.8% |
| 1Y | +4.0% | +22.7% | -18.7% | -17.9% |
| 3Y | +94.4% | +75.8% | +18.6% | +2.2% |
| 5Y | +56.7% | +67.7% | -11.0% | -13.9% |
| 10Y | +375.3% | +229.0% | +146.3% | +16.1% |
| All | +838.9% | +356.8% | +482.0% | +66.8% |
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