+238.8%
SPOT vs ACWI
+78.9%
+159.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.1% | -3.1% |
| 7D | -0.9% | +0.5% | -1.4% | -1.4% |
| 30D | +12.5% | +0.9% | +11.6% | +11.5% |
| 3M | +9.9% | +2.4% | +7.5% | +6.9% |
| 6M | +1.6% | +12.4% | -10.8% | -10.7% |
| YTD | -6.6% | +15.2% | -21.8% | -20.1% |
| 1Y | -22.9% | +22.7% | -45.6% | -39.1% |
| All | +238.8% | +78.9% | +159.9% | +71.3% |
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