-21.4%
NOW vs ACWI
+23.6%
-45.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -2.9% | -3.0% |
| 7D | -2.4% | +0.5% | -2.9% | -2.5% |
| 30D | +20.5% | +0.9% | +19.6% | +20.2% |
| 3M | +18.3% | +2.4% | +16.0% | +18.1% |
| 6M | +24.1% | +12.4% | +11.7% | +19.7% |
| YTD | -7.8% | +15.2% | -22.9% | -13.2% |
| 1Y | -21.4% | +22.7% | -44.1% | -33.0% |
| All | -21.4% | +23.6% | -45.0% | -33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling