-17.8%
TRI vs ACWI
+77.6%
-95.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.3% |
| 7D | -7.1% | +1.1% | -8.2% | -7.5% |
| 30D | -2.3% | -0.2% | -2.1% | -2.2% |
| 3M | +19.6% | +4.7% | +14.9% | +17.1% |
| 6M | -8.7% | +14.5% | -23.2% | -15.2% |
| YTD | -22.3% | +14.6% | -36.9% | -27.8% |
| 1Y | -40.7% | +21.4% | -62.1% | -46.8% |
| 3Y | -17.8% | +77.6% | -95.4% | -45.7% |
| All | -17.8% | +77.6% | -95.4% | -45.7% |
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