-0.4%
PL vs ACWI
+14.9%
-15.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.7% | -8.0% | -10.4% |
| 7D | -11.7% | -0.5% | -11.3% | -10.8% |
| 30D | -27.1% | -1.6% | -25.5% | -23.8% |
| 3M | -44.6% | -1.3% | -43.3% | -42.3% |
| 6M | -67.2% | +5.8% | -73.0% | -68.8% |
| YTD | -35.9% | +12.7% | -48.6% | -44.6% |
| 1Y | -0.4% | +15.0% | -15.4% | -18.9% |
| All | -0.4% | +14.9% | -15.3% | -18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling