+454.5%
TEAM vs ACWI
+227.3%
+227.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +1.1% |
| 7D | -19.7% | -0.7% | -19.1% | -19.1% |
| 30D | -26.6% | -2.0% | -24.6% | -24.7% |
| 3M | -1.1% | -2.2% | +1.1% | +1.6% |
| 6M | +74.6% | +1.9% | +72.7% | +69.3% |
| YTD | -6.0% | +12.0% | -18.0% | -20.3% |
| 1Y | -3.2% | +12.5% | -15.8% | -18.6% |
| 3Y | -13.5% | +75.4% | -88.9% | -58.2% |
| 5Y | -65.5% | +61.5% | -127.0% | -80.8% |
| 10Y | +454.5% | +227.1% | +227.4% | +42.7% |
| All | +454.5% | +227.3% | +227.2% | +42.7% |
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 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