-50.3%
TEAM vs ACWI
+67.7%
-118.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -0.4% | +0.5% | -0.9% | -1.2% |
| 30D | +67.3% | +0.9% | +66.4% | +65.6% |
| 3M | +86.8% | +2.4% | +84.4% | +78.3% |
| 6M | +146.8% | +12.4% | +134.4% | +96.7% |
| YTD | +16.9% | +15.2% | +1.8% | -11.6% |
| 1Y | +12.8% | +22.7% | -9.9% | -24.8% |
| 3Y | -7.3% | +75.8% | -83.1% | -69.6% |
| All | -50.3% | +67.7% | -118.0% | -80.7% |
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 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