+308.8%
SPOT vs ACWI
+158.3%
+150.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -1.9% |
| 7D | +2.5% | +0.3% | +2.2% | +2.1% |
| 30D | +15.1% | -2.8% | +17.9% | +18.3% |
| 3M | +24.8% | -3.2% | +27.9% | +28.2% |
| 6M | +45.8% | +1.3% | +44.5% | +41.2% |
| YTD | +4.9% | +11.2% | -6.3% | -9.4% |
| 1Y | -1.3% | +13.8% | -15.0% | -17.0% |
| 3Y | +257.7% | +76.2% | +181.5% | +78.8% |
| 5Y | +118.5% | +59.5% | +59.0% | +25.2% |
| All | +308.8% | +158.3% | +150.5% | +56.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling