+63.3%
WM vs ACWI
+55.1%
+8.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.8% | +5.0% | +2.1% |
| 7D | +4.5% | -4.0% | +8.5% | +5.5% |
| 30D | +16.1% | -5.8% | +21.9% | +17.8% |
| 3M | +8.0% | -5.0% | +13.1% | +9.3% |
| 6M | +8.4% | +0.7% | +7.7% | +7.5% |
| YTD | +11.2% | +8.4% | +2.8% | +7.3% |
| 1Y | +22.3% | +10.1% | +12.2% | +17.3% |
| 3Y | +50.2% | +70.8% | -20.5% | +19.1% |
| 5Y | +63.3% | +55.4% | +7.9% | +34.8% |
| All | +63.3% | +55.1% | +8.2% | +34.8% |
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