+43.2%
TER vs ACWI
+14.9%
+28.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.7% | -8.5% | -12.4% |
| 7D | -19.9% | -0.5% | -19.4% | -18.7% |
| 30D | -43.5% | -1.6% | -41.9% | -40.0% |
| 3M | -37.8% | -1.3% | -36.4% | -34.4% |
| 6M | -25.6% | +5.8% | -31.4% | -34.6% |
| YTD | +29.8% | +12.7% | +17.1% | -3.0% |
| 1Y | +43.2% | +15.0% | +28.2% | +1.3% |
| All | +43.2% | +14.9% | +28.3% | +1.3% |
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