+82.0%
PR vs ACWI
+10.7%
+71.4%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.8% | -1.0% | -6.4% |
| 7D | -16.5% | -4.0% | -12.5% | -17.9% |
| 30D | -4.5% | -5.8% | +1.3% | -6.9% |
| 3M | +8.5% | -5.0% | +13.6% | +6.4% |
| 6M | -3.3% | +0.7% | -4.0% | -2.2% |
| YTD | +55.7% | +8.4% | +47.3% | +63.7% |
| 1Y | +82.0% | +10.1% | +71.9% | +92.6% |
| All | +82.0% | +10.7% | +71.4% | +92.6% |
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