+1,258.7%
RMD vs ACWI
+330.0%
+928.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.6% | -1.6% |
| 7D | +2.3% | -2.4% | +4.7% | +4.2% |
| 30D | +4.1% | -5.2% | +9.3% | +8.6% |
| 3M | +5.7% | -4.8% | +10.5% | +9.8% |
| 6M | +12.9% | -1.3% | +14.2% | +13.4% |
| YTD | -1.5% | +8.4% | -9.9% | -8.4% |
| 1Y | -4.8% | +11.0% | -15.8% | -13.1% |
| 3Y | +57.5% | +70.6% | -13.1% | +1.4% |
| 5Y | -5.5% | +55.3% | -60.8% | -34.4% |
| 10Y | +357.8% | +223.2% | +134.6% | +82.8% |
| All | +1,258.7% | +330.0% | +928.8% | +284.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling