+499.2%
NOW vs ACWI
+219.0%
+280.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.3% |
| 7D | -3.0% | -2.4% | -0.6% | +0.1% |
| 30D | -26.0% | -5.2% | -20.8% | -20.6% |
| 3M | -13.1% | -4.8% | -8.3% | -7.2% |
| 6M | +14.5% | -1.3% | +15.8% | +15.5% |
| YTD | -33.4% | +8.4% | -41.8% | -41.6% |
| 1Y | -40.6% | +11.0% | -51.7% | -49.7% |
| 3Y | -16.3% | +70.6% | -86.9% | -60.5% |
| 5Y | -26.3% | +55.3% | -81.6% | -59.0% |
| All | +499.2% | +219.0% | +280.2% | +13.1% |
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