+518.7%
TEAM vs ACWI
+226.7%
+292.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -0.4% | +0.5% | -0.9% | -1.0% |
| 30D | +67.3% | +0.9% | +66.4% | +66.1% |
| 3M | +86.8% | +2.4% | +84.4% | +80.6% |
| 6M | +146.8% | +12.4% | +134.4% | +109.6% |
| YTD | +16.9% | +15.2% | +1.8% | -4.2% |
| 1Y | +12.8% | +22.7% | -9.9% | -15.2% |
| 3Y | -7.3% | +75.8% | -83.1% | -55.0% |
| 5Y | -50.7% | +67.7% | -118.4% | -73.8% |
| All | +518.7% | +226.7% | +292.1% | +62.5% |
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