+191.6%
WBD vs ACWI
+327.1%
-135.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | -0.2% |
| 7D | +1.0% | +1.8% | -0.8% | -0.9% |
| 30D | -0.4% | +9.3% | -9.6% | -9.3% |
| 3M | +1.7% | +6.4% | -4.7% | -5.1% |
| 6M | +19.6% | +9.3% | +10.3% | +8.3% |
| YTD | -5.6% | +7.7% | -13.2% | -13.1% |
| 1Y | +225.2% | +30.0% | +195.2% | +146.8% |
| 3Y | +111.2% | +74.1% | +37.1% | +23.4% |
| 5Y | -25.8% | +68.0% | -93.7% | -53.7% |
| 10Y | -1.9% | +230.7% | -232.5% | -68.2% |
| All | +191.6% | +327.1% | -135.5% | -24.1% |
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