-6.1%
RDW vs ACWI
+67.4%
-73.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -4.5% |
| 7D | +0.9% | -1.0% | +1.9% | +3.2% |
| 30D | -21.3% | -0.9% | -20.4% | -19.7% |
| 3M | -37.9% | +3.5% | -41.4% | -42.0% |
| 6M | +12.3% | +12.8% | -0.6% | -10.6% |
| YTD | +39.7% | +14.0% | +25.7% | +11.8% |
| 1Y | +25.7% | +19.2% | +6.5% | -7.2% |
| 3Y | +230.8% | +75.1% | +155.7% | +29.3% |
| All | -6.1% | +67.4% | -73.5% | -57.4% |
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 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