-6.6%
RMD vs ACWI
+54.8%
-61.4%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.6% | -1.6% |
| 7D | +2.3% | -2.4% | +4.7% | +4.3% |
| 30D | +4.1% | -5.2% | +9.3% | +8.7% |
| 3M | +5.7% | -4.8% | +10.5% | +9.9% |
| 6M | +12.9% | -1.3% | +14.2% | +13.4% |
| YTD | -1.5% | +8.4% | -9.9% | -9.0% |
| 1Y | -4.8% | +11.0% | -15.8% | -13.9% |
| 3Y | +57.5% | +70.6% | -13.1% | -4.5% |
| All | -6.6% | +54.8% | -61.4% | -37.6% |
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