+12.1%
O vs ACWI
+59.2%
-47.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.3% |
| 7D | +3.5% | -0.2% | +3.7% | +3.6% |
| 30D | +10.4% | -3.3% | +13.7% | +11.9% |
| 3M | -2.4% | -3.4% | +1.0% | -1.1% |
| 6M | -1.2% | +0.8% | -2.0% | -2.0% |
| YTD | +10.4% | +10.7% | -0.3% | +4.6% |
| 1Y | +11.4% | +11.6% | -0.2% | +5.1% |
| 3Y | +40.4% | +73.4% | -33.0% | +2.3% |
| 5Y | +12.1% | +60.2% | -48.0% | -14.2% |
| All | +12.1% | +59.2% | -47.0% | -14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling