-8.5%
TRI vs ACWI
+67.7%
-76.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.3% |
| 7D | -7.1% | +1.1% | -8.2% | -7.6% |
| 30D | -2.3% | -0.2% | -2.1% | -2.2% |
| 3M | +19.6% | +4.7% | +14.9% | +16.3% |
| 6M | -8.7% | +14.5% | -23.2% | -16.2% |
| YTD | -22.3% | +14.6% | -36.9% | -28.7% |
| 1Y | -40.7% | +21.4% | -62.1% | -47.6% |
| 3Y | -17.8% | +77.6% | -95.4% | -43.7% |
| 5Y | -8.5% | +68.1% | -76.6% | -36.0% |
| All | -8.5% | +67.7% | -76.2% | -36.0% |
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