+281.3%
P vs ACWI
+67.7%
+213.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +6.5% | +0.5% | +6.0% | +5.7% |
| 30D | +18.8% | +0.9% | +18.0% | +17.1% |
| 3M | +26.7% | +2.4% | +24.4% | +23.2% |
| 6M | +62.2% | +12.4% | +49.8% | +35.0% |
| YTD | +48.5% | +15.2% | +33.3% | +20.1% |
| 1Y | +26.4% | +22.7% | +3.7% | -7.1% |
| 3Y | +159.4% | +75.8% | +83.6% | +19.5% |
| All | +281.3% | +67.7% | +213.6% | +101.7% |
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