-16.0%
NOW vs ACWI
+70.4%
-86.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.8% | -2.1% | -1.9% |
| 7D | -6.7% | -4.0% | -2.6% | -2.4% |
| 30D | -25.8% | -5.8% | -20.0% | -20.8% |
| 3M | -12.7% | -5.0% | -7.6% | -7.7% |
| 6M | +11.2% | +0.7% | +10.5% | +9.4% |
| YTD | -33.2% | +8.4% | -41.6% | -40.4% |
| 1Y | -41.8% | +10.1% | -51.9% | -49.3% |
| All | -16.0% | +70.4% | -86.4% | -57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling