+11.1%
RDW vs ACWI
+14.9%
-3.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.7% | -6.6% | -11.3% |
| 7D | -14.3% | -0.5% | -13.9% | -12.9% |
| 30D | -26.0% | -1.6% | -24.4% | -20.8% |
| 3M | -27.4% | -1.3% | -26.0% | -23.0% |
| 6M | -10.6% | +5.8% | -16.5% | -23.5% |
| YTD | +1.6% | +12.7% | -11.2% | -26.9% |
| 1Y | +11.1% | +15.0% | -3.9% | -25.0% |
| All | +11.1% | +14.9% | -3.8% | -25.0% |
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