+583.2%
WDC vs ACWI
+60.2%
+523.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.4% |
| 7D | +16.3% | +2.7% | +13.6% | +11.1% |
| 30D | -18.3% | -2.6% | -15.7% | -12.7% |
| 3M | -31.4% | -3.2% | -28.3% | -26.2% |
| 6M | -36.3% | +1.9% | -38.2% | -35.9% |
| YTD | +80.8% | +11.3% | +69.5% | +59.3% |
| 1Y | +87.7% | +11.7% | +76.0% | +65.5% |
| 3Y | +819.4% | +74.4% | +745.0% | +320.6% |
| 5Y | +583.2% | +59.5% | +523.7% | +253.6% |
| All | +583.2% | +60.2% | +523.0% | +253.6% |
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