+20.3%
WM vs ACWI
+10.2%
+10.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.1% |
| 7D | +1.2% | -2.4% | +3.6% | +0.3% |
| 30D | +13.1% | -5.2% | +18.3% | +10.7% |
| 3M | +3.6% | -4.8% | +8.4% | +1.7% |
| 6M | +8.1% | -1.3% | +9.4% | +7.8% |
| YTD | +8.9% | +8.4% | +0.5% | +10.1% |
| 1Y | +20.3% | +11.0% | +9.3% | +22.4% |
| All | +20.3% | +10.2% | +10.1% | +22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling