+71.6%
PBR vs ACWI
+356.8%
-285.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +8.6% | +0.5% | +8.1% | +7.6% |
| 30D | +12.8% | +0.9% | +11.9% | +11.1% |
| 3M | +14.7% | +2.4% | +12.3% | +9.2% |
| 6M | +25.2% | +12.4% | +12.8% | +1.5% |
| YTD | +77.1% | +15.2% | +62.0% | +38.0% |
| 1Y | +69.6% | +22.7% | +46.9% | +19.1% |
| 3Y | +95.6% | +75.8% | +19.8% | -24.7% |
| 5Y | +501.8% | +67.7% | +434.0% | +134.8% |
| 10Y | +640.6% | +229.0% | +411.6% | +6.9% |
| All | +71.6% | +356.8% | -285.2% | -81.4% |
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 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