+148.6%
TE vs ACWI
+23.6%
+125.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.4% |
| 7D | -4.0% | +0.5% | -4.5% | -5.4% |
| 30D | -15.9% | +0.9% | -16.8% | -18.0% |
| 3M | -60.5% | +2.4% | -62.9% | -61.8% |
| 6M | -35.2% | +12.4% | -47.6% | -46.0% |
| YTD | -31.1% | +15.2% | -46.3% | -46.5% |
| 1Y | +148.6% | +22.7% | +125.9% | +103.7% |
| All | +148.6% | +23.6% | +125.1% | +103.7% |
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