+557.5%
P vs ACWI
+249.7%
+307.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.7% | -6.7% | -7.6% |
| 7D | -19.4% | -0.5% | -18.9% | -18.8% |
| 30D | -22.3% | -1.6% | -20.7% | -19.9% |
| 3M | +33.2% | -1.3% | +34.5% | +37.1% |
| 6M | +53.6% | +5.8% | +47.8% | +43.4% |
| YTD | +66.8% | +12.7% | +54.1% | +42.5% |
| 1Y | +17.5% | +15.0% | +2.5% | -2.3% |
| 3Y | +219.7% | +77.5% | +142.2% | +47.7% |
| 5Y | +307.8% | +61.9% | +245.9% | +119.2% |
| 10Y | +855.3% | +236.1% | +619.2% | +113.2% |
| All | +557.5% | +249.7% | +307.8% | +40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling