+17.4%
TPR vs ACWI
+23.6%
-6.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -2.3% | +0.5% | -2.8% | -2.9% |
| 30D | -23.0% | +0.9% | -23.8% | -24.0% |
| 3M | -12.5% | +2.4% | -14.9% | -15.4% |
| 6M | -21.4% | +12.4% | -33.8% | -33.0% |
| YTD | -3.5% | +15.2% | -18.7% | -21.2% |
| 1Y | +17.4% | +22.7% | -5.4% | -19.1% |
| All | +17.4% | +23.6% | -6.2% | -19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling