+264.0%
SPOT vs ACWI
+167.4%
+96.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.1% | -3.1% |
| 7D | -0.9% | +0.5% | -1.4% | -1.5% |
| 30D | +12.5% | +0.9% | +11.6% | +11.3% |
| 3M | +9.9% | +2.4% | +7.5% | +6.1% |
| 6M | +1.6% | +12.4% | -10.8% | -12.5% |
| YTD | -6.6% | +15.2% | -21.8% | -21.8% |
| 1Y | -22.9% | +22.7% | -45.6% | -40.4% |
| 3Y | +244.3% | +75.8% | +168.5% | +74.6% |
| 5Y | +117.8% | +67.7% | +50.1% | +19.2% |
| All | +264.0% | +167.4% | +96.6% | +35.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling