+22.7%
USB vs ACWI
+55.1%
-32.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.8% | +1.7% | +1.7% |
| 7D | -1.5% | -4.0% | +2.5% | +2.6% |
| 30D | +4.3% | -5.8% | +10.1% | +10.6% |
| 3M | -6.1% | -5.0% | -1.0% | -1.3% |
| 6M | +9.4% | +0.7% | +8.7% | +7.7% |
| YTD | +15.2% | +8.4% | +6.7% | +4.6% |
| 1Y | +32.8% | +10.1% | +22.6% | +18.5% |
| 3Y | +91.3% | +70.8% | +20.5% | +7.1% |
| 5Y | +22.7% | +55.4% | -32.7% | -24.3% |
| All | +22.7% | +55.1% | -32.4% | -24.3% |
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