+707.9%
P vs ACWI
+226.8%
+481.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.7% | +2.0% |
| 7D | -9.6% | +0.3% | -9.9% | -9.4% |
| 30D | -33.4% | -2.8% | -30.6% | -29.3% |
| 3M | +14.2% | -3.2% | +17.4% | +22.4% |
| 6M | +31.6% | +1.3% | +30.3% | +32.9% |
| YTD | +53.5% | +11.2% | +42.2% | +34.6% |
| 1Y | +14.2% | +13.8% | +0.4% | -3.1% |
| 3Y | +190.5% | +76.2% | +114.3% | +33.9% |
| 5Y | +256.3% | +59.5% | +196.9% | +94.3% |
| 10Y | +707.9% | +222.2% | +485.7% | +78.0% |
| All | +707.9% | +226.8% | +481.0% | +78.0% |
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