+18.0%
Q vs ACWI
+14.9%
+3.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -4.4% |
| 7D | -3.3% | -0.5% | -2.8% | -2.1% |
| 30D | -9.7% | -1.6% | -8.1% | -5.4% |
| 3M | -16.1% | -1.3% | -14.8% | -12.8% |
| 6M | -15.7% | +5.8% | -21.5% | -26.2% |
| YTD | +45.7% | +12.7% | +33.0% | +8.7% |
| 1Y | +18.0% | +15.0% | +3.0% | -16.8% |
| All | +18.0% | +14.9% | +3.1% | -16.8% |
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