+808.8%
TTMI vs ACWI
+67.7%
+741.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.9% | +8.9% |
| 7D | +5.9% | +0.5% | +5.4% | +5.0% |
| 30D | -4.3% | +0.9% | -5.2% | -5.5% |
| 3M | -32.0% | +2.4% | -34.4% | -33.5% |
| 6M | +19.5% | +12.4% | +7.1% | +2.6% |
| YTD | +82.0% | +15.2% | +66.9% | +51.2% |
| 1Y | +172.6% | +22.7% | +149.9% | +110.2% |
| 3Y | +744.7% | +75.8% | +668.9% | +319.3% |
| All | +808.8% | +67.7% | +741.2% | +340.7% |
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 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