+62.0%
XRT vs ACWI
+74.5%
-12.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +1.1% |
| 7D | +2.5% | +0.3% | +2.1% | +2.2% |
| 30D | +10.3% | -2.8% | +13.2% | +13.4% |
| 3M | +2.4% | -3.2% | +5.5% | +5.5% |
| 6M | +10.0% | +1.3% | +8.7% | +8.0% |
| YTD | +9.5% | +11.2% | -1.7% | -3.0% |
| 1Y | +17.2% | +13.8% | +3.4% | +1.1% |
| 3Y | +62.0% | +76.2% | -14.2% | -24.8% |
| All | +62.0% | +74.5% | -12.5% | -24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling