+8.0%
U vs ACWI
+76.1%
-68.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -0.9% |
| 7D | -3.8% | +0.5% | -4.3% | -4.7% |
| 30D | +17.5% | +0.9% | +16.6% | +15.3% |
| 3M | +38.7% | +2.4% | +36.3% | +31.8% |
| 6M | +104.4% | +12.4% | +92.0% | +58.6% |
| YTD | -5.7% | +15.2% | -20.8% | -30.4% |
| 1Y | +3.7% | +22.7% | -19.0% | -32.9% |
| All | +8.0% | +76.1% | -68.1% | -68.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling