+52.0%
STT vs ACWI
+14.9%
+37.1%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +0.6% |
| 7D | -0.1% | -0.5% | +0.4% | +0.4% |
| 30D | -1.7% | -1.6% | 0.0% | -0.2% |
| 3M | -6.4% | -1.3% | -5.0% | -5.2% |
| 6M | +17.7% | +5.8% | +11.8% | +11.1% |
| YTD | +36.9% | +12.7% | +24.1% | +22.5% |
| 1Y | +52.0% | +15.0% | +37.0% | +33.5% |
| All | +52.0% | +14.9% | +37.1% | +33.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling