+189.7%
SW vs ACWI
+235.6%
-45.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.7% | +2.4% | +3.0% |
| 7D | +12.1% | -0.5% | +12.5% | +12.4% |
| 30D | +6.6% | -1.6% | +8.2% | +7.7% |
| 3M | -6.0% | -1.3% | -4.7% | -5.1% |
| 6M | +21.5% | +5.8% | +15.6% | +17.5% |
| YTD | +20.3% | +12.7% | +7.6% | +12.1% |
| 1Y | +28.1% | +15.0% | +13.1% | +18.0% |
| 3Y | +51.6% | +77.5% | -25.9% | +11.0% |
| 5Y | -0.1% | +61.9% | -62.0% | -24.6% |
| 10Y | +189.7% | +236.1% | -46.4% | +64.8% |
| All | +189.7% | +235.6% | -45.8% | +64.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling