+1,077.0%
TER vs ACWI
+227.3%
+849.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.2% | +7.1% | +6.2% |
| 7D | +5.9% | -0.7% | +6.6% | +8.5% |
| 30D | -30.8% | -2.0% | -28.8% | -27.1% |
| 3M | -29.9% | -2.2% | -27.8% | -25.7% |
| 6M | -27.5% | +1.9% | -29.3% | -26.3% |
| YTD | +37.5% | +12.0% | +25.5% | +22.0% |
| 1Y | +50.3% | +12.5% | +37.7% | +33.1% |
| 3Y | +204.9% | +75.4% | +129.5% | +39.4% |
| 5Y | +89.2% | +61.5% | +27.7% | +2.7% |
| 10Y | +1,077.0% | +227.1% | +849.8% | +148.5% |
| All | +1,077.0% | +227.3% | +849.6% | +148.5% |
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