+147.7%
P vs ACWI
+76.1%
+71.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +6.5% | +0.5% | +6.0% | +5.5% |
| 30D | +18.8% | +0.9% | +18.0% | +16.7% |
| 3M | +26.7% | +2.4% | +24.4% | +22.1% |
| 6M | +62.2% | +12.4% | +49.8% | +28.9% |
| YTD | +48.5% | +15.2% | +33.3% | +13.6% |
| 1Y | +26.4% | +22.7% | +3.7% | -14.5% |
| All | +147.7% | +76.1% | +71.6% | -8.0% |
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 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