+1,077.0%
TTMI vs ACWI
+226.0%
+851.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.7% |
| 7D | +12.2% | +1.1% | +11.1% | +10.4% |
| 30D | -5.7% | -0.2% | -5.5% | -5.3% |
| 3M | -27.5% | +4.7% | -32.2% | -31.1% |
| 6M | +47.1% | +14.5% | +32.7% | +25.9% |
| YTD | +87.5% | +14.6% | +72.8% | +61.0% |
| 1Y | +175.2% | +21.4% | +153.8% | +122.4% |
| 3Y | +901.9% | +77.6% | +824.3% | +417.8% |
| 5Y | +843.5% | +68.1% | +775.4% | +421.8% |
| 10Y | +1,077.0% | +226.1% | +850.8% | +188.7% |
| All | +1,077.0% | +226.0% | +851.0% | +188.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling