+338.4%
RMD vs ACWI
+220.7%
+117.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +3.1% | -0.2% | +3.3% | +3.1% |
| 30D | +1.8% | -3.3% | +5.0% | +4.9% |
| 3M | +6.7% | -3.4% | +10.1% | +9.9% |
| 6M | +13.9% | +0.8% | +13.1% | +12.2% |
| YTD | -2.0% | +10.7% | -12.7% | -11.9% |
| 1Y | -5.4% | +11.6% | -17.0% | -15.6% |
| 3Y | +67.4% | +73.4% | -6.0% | -3.3% |
| 5Y | -5.7% | +60.2% | -65.9% | -41.1% |
| 10Y | +338.4% | +221.6% | +116.8% | +30.3% |
| All | +338.4% | +220.7% | +117.7% | +30.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling