+55.2%
T vs ACWI
+59.2%
-4.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | +2.6% | -0.2% | +2.7% | +2.6% |
| 30D | -1.1% | -3.3% | +2.2% | -0.3% |
| 3M | -7.7% | -3.4% | -4.3% | -7.1% |
| 6M | -10.6% | +0.8% | -11.4% | -11.1% |
| YTD | -7.5% | +10.7% | -18.2% | -10.8% |
| 1Y | -7.4% | +11.6% | -19.0% | -11.1% |
| 3Y | +63.1% | +73.4% | -10.3% | +28.0% |
| 5Y | +55.2% | +60.2% | -5.0% | +20.0% |
| All | +55.2% | +59.2% | -4.0% | +20.0% |
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 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