+417.0%
TTMI vs ACWI
+58.7%
+358.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.4% |
| 7D | +11.4% | +2.4% | +8.9% | +7.3% |
| 30D | -28.3% | -1.7% | -26.6% | -24.6% |
| 3M | -46.7% | -3.9% | -42.7% | -41.1% |
| 6M | -56.1% | +0.8% | -56.9% | -54.6% |
| YTD | +7.4% | +11.0% | -3.7% | -2.6% |
| 1Y | +17.4% | +13.1% | +4.3% | +4.5% |
| 3Y | +429.1% | +73.9% | +355.3% | +174.1% |
| All | +417.0% | +58.7% | +358.2% | +176.3% |
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