+1,980.5%
NOW vs ACWI
+360.0%
+1,620.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.8% | -2.1% | -0.9% |
| 7D | -6.7% | -4.0% | -2.6% | -1.4% |
| 30D | -25.8% | -5.8% | -20.0% | -19.6% |
| 3M | -12.7% | -5.0% | -7.6% | -6.5% |
| 6M | +11.2% | +0.7% | +10.5% | +9.0% |
| YTD | -33.2% | +8.4% | -41.6% | -41.3% |
| 1Y | -41.8% | +10.1% | -51.9% | -50.1% |
| 3Y | -15.7% | +70.8% | -86.4% | -59.9% |
| 5Y | -26.0% | +55.4% | -81.4% | -58.3% |
| 10Y | +515.1% | +223.3% | +291.8% | +37.1% |
| All | +1,980.5% | +360.0% | +1,620.5% | +262.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling