+151.8%
TER vs ACWI
+70.3%
+81.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.7% |
| 7D | -20.5% | -2.4% | -18.1% | -15.0% |
| 30D | -47.0% | -5.2% | -41.8% | -38.4% |
| 3M | -43.3% | -4.8% | -38.5% | -34.5% |
| 6M | -42.9% | -1.3% | -41.6% | -37.5% |
| YTD | +12.9% | +8.4% | +4.5% | +2.4% |
| 1Y | +18.2% | +11.0% | +7.1% | +2.4% |
| 3Y | +151.8% | +70.6% | +81.2% | -13.7% |
| All | +151.8% | +70.3% | +81.4% | -13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling