+257.9%
SPOT vs ACWI
+74.6%
+183.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.6% | +2.6% |
| 7D | +1.6% | +2.4% | -0.9% | -0.4% |
| 30D | +16.9% | -1.7% | +18.6% | +18.1% |
| 3M | +23.0% | -3.9% | +26.9% | +26.5% |
| 6M | +42.2% | +0.8% | +41.4% | +39.1% |
| YTD | +5.5% | +11.0% | -5.5% | -7.0% |
| 1Y | -5.1% | +13.1% | -18.2% | -18.0% |
| 3Y | +257.9% | +73.9% | +184.0% | +123.5% |
| All | +257.9% | +74.6% | +183.3% | +123.5% |
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 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