-19.3%
RMD vs ACWI
+67.7%
-86.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.3% |
| 7D | -5.0% | +0.5% | -5.5% | -5.4% |
| 30D | +2.2% | +0.9% | +1.4% | +1.5% |
| 3M | +17.8% | +2.4% | +15.5% | +15.2% |
| 6M | -11.3% | +12.4% | -23.7% | -20.1% |
| YTD | -4.4% | +15.2% | -19.6% | -15.8% |
| 1Y | -15.7% | +22.7% | -38.4% | -29.8% |
| 3Y | +47.7% | +75.8% | -28.0% | -11.7% |
| All | -19.3% | +67.7% | -86.9% | -50.2% |
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