+10.8%
WBD vs ACWI
+226.0%
-215.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.1% |
| 7D | -0.7% | +1.1% | -1.8% | -1.9% |
| 30D | +5.0% | -0.2% | +5.2% | +5.2% |
| 3M | +6.2% | +4.7% | +1.5% | +0.3% |
| 6M | +0.6% | +14.5% | -13.9% | -15.1% |
| YTD | -2.4% | +14.6% | -17.0% | -18.0% |
| 1Y | +127.7% | +21.4% | +106.3% | +78.6% |
| 3Y | +148.4% | +77.6% | +70.8% | +30.1% |
| 5Y | +4.2% | +68.1% | -63.9% | -41.3% |
| 10Y | +10.8% | +226.1% | -215.3% | -65.4% |
| All | +10.8% | +226.0% | -215.2% | -65.4% |
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 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