+133.6%
SPG vs ACWI
+74.6%
+59.0%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +2.0% | +2.4% | -0.5% | +0.2% |
| 30D | +17.2% | -1.7% | +18.9% | +18.5% |
| 3M | +6.3% | -3.9% | +10.2% | +9.3% |
| 6M | +18.7% | +0.8% | +17.9% | +16.9% |
| YTD | +30.1% | +11.0% | +19.0% | +17.1% |
| 1Y | +32.8% | +13.1% | +19.7% | +17.4% |
| 3Y | +133.6% | +73.9% | +59.7% | +25.0% |
| All | +133.6% | +74.6% | +59.0% | +25.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling