+50.4%
TER vs ACWI
+55.1%
-4.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -3.8% | -11.4% | -7.1% |
| 7D | -28.2% | -4.0% | -24.2% | -21.1% |
| 30D | -50.6% | -5.8% | -44.7% | -43.1% |
| 3M | -45.3% | -5.0% | -40.3% | -38.0% |
| 6M | -40.4% | +0.7% | -41.1% | -37.9% |
| YTD | +10.0% | +8.4% | +1.6% | +1.6% |
| 1Y | +13.6% | +10.1% | +3.5% | +2.5% |
| 3Y | +145.2% | +70.8% | +74.4% | +5.8% |
| 5Y | +50.4% | +55.4% | -5.0% | -17.9% |
| All | +50.4% | +55.1% | -4.7% | -17.9% |
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