+488.6%
PBR vs ACWI
+54.8%
+433.7%
-35.7%
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 | -16.0% | -2.4% | -13.6% | -14.9% |
| 30D | -22.8% | -5.2% | -17.6% | -20.7% |
| 3M | +3.0% | -4.8% | +7.8% | +5.4% |
| 6M | -8.1% | -1.3% | -6.8% | -8.2% |
| YTD | +63.1% | +8.4% | +54.8% | +53.0% |
| 1Y | +59.3% | +11.0% | +48.2% | +46.9% |
| 3Y | +66.1% | +70.6% | -4.4% | +15.0% |
| All | +488.6% | +54.8% | +433.7% | +363.4% |
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 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