+504.6%
NOW vs ACWI
+226.8%
+277.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -2.7% |
| 7D | -3.1% | +0.3% | -3.4% | -3.5% |
| 30D | -27.0% | -2.8% | -24.2% | -24.2% |
| 3M | -17.7% | -3.2% | -14.6% | -14.3% |
| 6M | +12.7% | +1.3% | +11.4% | +9.9% |
| YTD | -32.9% | +11.2% | -44.1% | -43.1% |
| 1Y | -40.4% | +13.8% | -54.2% | -51.1% |
| 3Y | -17.1% | +76.2% | -93.3% | -62.6% |
| 5Y | -25.7% | +59.5% | -85.1% | -60.0% |
| 10Y | +504.6% | +222.2% | +282.4% | +13.3% |
| All | +504.6% | +226.8% | +277.8% | +13.3% |
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