+72.4%
TER vs ACWI
+58.8%
+13.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.6% | +10.1% | +7.1% |
| 7D | -5.8% | +0.3% | -6.1% | -5.5% |
| 30D | -38.9% | -2.8% | -36.1% | -34.0% |
| 3M | -35.1% | -3.2% | -32.0% | -29.1% |
| 6M | -31.6% | +1.3% | -32.8% | -29.7% |
| YTD | +27.2% | +11.2% | +16.0% | +11.7% |
| 1Y | +35.2% | +13.8% | +21.5% | +14.4% |
| 3Y | +192.8% | +76.2% | +116.6% | +18.9% |
| 5Y | +72.4% | +59.5% | +13.0% | -10.2% |
| All | +72.4% | +58.8% | +13.6% | -10.2% |
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