+755.0%
SW vs ACWI
+344.4%
+410.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -5.1% | +0.5% | -5.6% | -5.2% |
| 30D | -4.6% | +0.9% | -5.5% | -4.8% |
| 3M | +9.4% | +2.4% | +7.0% | +8.7% |
| 6M | +3.5% | +12.4% | -8.9% | +0.1% |
| YTD | +22.0% | +15.2% | +6.9% | +17.2% |
| 1Y | +2.2% | +22.7% | -20.5% | -3.5% |
| 3Y | +19.6% | +75.8% | -56.2% | +3.3% |
| 5Y | -2.3% | +67.7% | -70.1% | -15.2% |
| 10Y | +181.4% | +229.0% | -47.6% | +118.2% |
| All | +755.0% | +344.4% | +410.6% | +625.0% |
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