+209.8%
W vs ACWI
+240.2%
-30.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | -0.8% |
| 7D | +3.3% | +0.3% | +3.0% | +3.1% |
| 30D | +10.5% | -2.8% | +13.4% | +18.0% |
| 3M | +9.6% | -3.2% | +12.8% | +17.8% |
| 6M | +76.4% | +1.3% | +75.1% | +76.1% |
| YTD | +16.4% | +11.2% | +5.2% | -3.3% |
| 1Y | +9.3% | +13.8% | -4.4% | -13.3% |
| 3Y | +172.8% | +76.2% | +96.6% | +1.0% |
| 5Y | -53.4% | +59.5% | -112.8% | -75.9% |
| 10Y | +243.6% | +222.2% | +21.4% | -30.8% |
| All | +209.8% | +240.2% | -30.4% | -43.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling