+15.8%
Q vs ACWI
+9.1%
+6.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -3.8% | -3.5% | +2.1% |
| 7D | -10.3% | -4.0% | -6.3% | -0.6% |
| 30D | -17.7% | -5.8% | -11.8% | -4.0% |
| 3M | -18.8% | -5.0% | -13.8% | -7.3% |
| 6M | -24.8% | +0.7% | -25.5% | -25.0% |
| YTD | +35.0% | +8.4% | +26.6% | +13.5% |
| 1Y | +10.7% | +10.1% | +0.6% | -10.1% |
| All | +15.8% | +9.1% | +6.6% | -3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling