-49.7%
SE vs ACWI
+12.9%
-62.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | -0.2% |
| 7D | +3.3% | +0.3% | +3.0% | +3.0% |
| 30D | -18.2% | -2.8% | -15.3% | -15.2% |
| 3M | -31.3% | -3.2% | -28.1% | -28.5% |
| 6M | -10.1% | +1.3% | -11.4% | -12.0% |
| YTD | -38.9% | +11.2% | -50.1% | -47.7% |
| All | -49.7% | +12.9% | -62.6% | -57.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling