-2.7%
TEAM vs ACWI
+12.9%
-15.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -0.1% |
| 7D | -17.2% | +0.3% | -17.5% | -17.2% |
| 30D | -25.1% | -2.8% | -22.3% | -24.5% |
| 3M | +3.9% | -3.2% | +7.1% | +4.8% |
| 6M | +69.1% | +1.3% | +67.8% | +71.1% |
| YTD | -4.5% | +11.2% | -15.7% | -7.1% |
| All | -2.7% | +12.9% | -15.5% | -5.9% |
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