+3,029.2%
TER vs ACWI
+356.8%
+2,672.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +0.6% | +0.5% | +0.1% | -0.1% |
| 30D | -8.3% | +0.9% | -9.1% | -9.3% |
| 3M | -12.2% | +2.4% | -14.6% | -13.2% |
| 6M | +17.1% | +12.4% | +4.7% | +3.2% |
| YTD | +84.7% | +15.2% | +69.5% | +58.3% |
| 1Y | +199.9% | +22.7% | +177.2% | +137.7% |
| 3Y | +232.8% | +75.8% | +157.0% | +68.7% |
| 5Y | +198.6% | +67.7% | +130.9% | +69.4% |
| 10Y | +1,669.7% | +229.0% | +1,440.7% | +350.7% |
| All | +3,029.2% | +356.8% | +2,672.4% | +452.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling