-48.0%
SE vs ACWI
+11.6%
-59.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.4% |
| 7D | -1.5% | +2.7% | -4.2% | -4.7% |
| 30D | -22.3% | -2.6% | -19.7% | -19.8% |
| 3M | -41.8% | -3.2% | -38.7% | -39.5% |
| 6M | -22.4% | +1.9% | -24.3% | -24.6% |
| YTD | -41.6% | +11.3% | -52.9% | -50.2% |
| 1Y | -48.0% | +11.7% | -59.7% | -56.0% |
| All | -48.0% | +11.6% | -59.6% | -56.0% |
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