+26.7%
Q vs ACWI
+15.9%
+10.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.8% |
| 7D | +0.2% | +0.5% | -0.3% | -1.0% |
| 30D | -11.1% | +0.9% | -12.0% | -13.0% |
| 3M | -22.1% | +2.4% | -24.5% | -25.8% |
| 6M | +0.5% | +12.4% | -11.9% | -23.3% |
| YTD | +47.8% | +15.2% | +32.7% | +6.5% |
| All | +26.7% | +15.9% | +10.8% | -9.9% |
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