-0.6%
TRI vs ACWI
+59.2%
-59.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | -1.6% | -0.2% | -1.4% | -1.6% |
| 30D | +5.0% | -3.3% | +8.3% | +6.6% |
| 3M | +4.6% | -3.4% | +8.0% | +6.1% |
| 6M | +18.3% | +0.8% | +17.5% | +16.8% |
| YTD | -14.7% | +10.7% | -25.4% | -20.6% |
| 1Y | -16.7% | +11.6% | -28.3% | -22.9% |
| 3Y | -11.3% | +73.4% | -84.7% | -39.0% |
| 5Y | -0.6% | +60.2% | -60.8% | -27.6% |
| All | -0.6% | +59.2% | -59.7% | -27.6% |
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