+285.3%
WAB vs ACWI
+226.8%
+58.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +2.2% |
| 7D | +4.0% | +0.3% | +3.6% | +3.7% |
| 30D | +4.5% | -2.8% | +7.3% | +8.1% |
| 3M | +2.3% | -3.2% | +5.4% | +6.2% |
| 6M | +12.5% | +1.3% | +11.2% | +10.7% |
| YTD | +40.2% | +11.2% | +29.0% | +23.9% |
| 1Y | +45.2% | +13.8% | +31.4% | +25.2% |
| 3Y | +171.8% | +76.2% | +95.6% | +42.9% |
| 5Y | +217.6% | +59.5% | +158.1% | +87.6% |
| 10Y | +285.3% | +222.2% | +63.1% | +18.0% |
| All | +285.3% | +226.8% | +58.5% | +18.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling