+33.8%
Q vs ACWI
+11.6%
+22.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -1.6% |
| 7D | +11.5% | +2.7% | +8.8% | +4.5% |
| 30D | -0.2% | -2.6% | +2.4% | +7.4% |
| 3M | -13.6% | -3.2% | -10.4% | -5.6% |
| 6M | -27.0% | +1.9% | -28.9% | -29.1% |
| YTD | +50.5% | +11.3% | +39.2% | +16.9% |
| 1Y | +33.8% | +11.7% | +22.1% | +3.7% |
| All | +33.8% | +11.6% | +22.1% | +3.7% |
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