+110.2%
SPOT vs ACWI
+54.8%
+55.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.8% | -1.8% |
| 7D | +1.6% | -2.4% | +4.0% | +4.8% |
| 30D | +17.6% | -5.2% | +22.8% | +25.5% |
| 3M | +26.9% | -4.8% | +31.8% | +34.2% |
| 6M | +41.8% | -1.3% | +43.1% | +40.7% |
| YTD | +3.8% | +8.4% | -4.5% | -11.1% |
| 1Y | -2.5% | +11.0% | -13.5% | -19.6% |
| 3Y | +260.6% | +70.6% | +190.0% | +42.7% |
| All | +110.2% | +54.8% | +55.4% | +5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling