+178.1%
NI vs ACWI
+226.8%
-48.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.6% | +0.4% |
| 7D | +0.4% | +0.3% | +0.1% | +0.2% |
| 30D | +11.3% | -2.8% | +14.1% | +13.2% |
| 3M | +6.5% | -3.2% | +9.6% | +8.4% |
| 6M | -2.3% | +1.3% | -3.5% | -3.5% |
| YTD | +10.8% | +11.2% | -0.4% | +2.7% |
| 1Y | +6.2% | +13.8% | -7.5% | -3.0% |
| 3Y | +98.7% | +76.2% | +22.5% | +33.6% |
| 5Y | +111.3% | +59.5% | +51.9% | +50.4% |
| 10Y | +178.1% | +222.2% | -44.1% | +10.9% |
| All | +178.1% | +226.8% | -48.8% | +10.9% |
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