+47.6%
ON vs ACWI
+14.9%
+32.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.5% | -5.9% |
| 7D | -5.8% | -0.5% | -5.3% | -4.7% |
| 30D | -17.1% | -1.6% | -15.5% | -13.5% |
| 3M | -11.8% | -1.3% | -10.5% | -8.2% |
| 6M | -30.2% | +5.8% | -36.0% | -35.2% |
| YTD | +31.6% | +12.7% | +18.8% | +7.1% |
| 1Y | +47.6% | +15.0% | +32.5% | +15.4% |
| All | +47.6% | +14.9% | +32.7% | +15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling