+449.1%
PL vs ACWI
+76.1%
+373.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | -9.3% | +0.5% | -9.8% | -10.7% |
| 30D | -18.9% | +0.9% | -19.8% | -20.7% |
| 3M | -58.4% | +2.4% | -60.8% | -59.8% |
| 6M | -30.3% | +12.4% | -42.7% | -46.0% |
| YTD | -8.1% | +15.2% | -23.3% | -33.2% |
| 1Y | +180.5% | +22.7% | +157.8% | +75.7% |
| All | +449.1% | +76.1% | +373.0% | +42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling