+83.3%
QQQ vs ACWI
+74.6%
+8.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | +3.6% | +2.4% | +1.2% | +0.4% |
| 30D | -6.7% | -1.7% | -5.1% | -4.4% |
| 3M | -7.0% | -3.9% | -3.1% | -1.8% |
| 6M | -4.7% | +0.8% | -5.5% | -5.1% |
| YTD | +11.1% | +11.0% | 0.0% | -2.4% |
| 1Y | +12.3% | +13.1% | -0.8% | -3.6% |
| 3Y | +83.3% | +73.9% | +9.4% | -6.4% |
| All | +83.3% | +74.6% | +8.8% | -6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling