+72.6%
XYZ vs ACWI
+70.3%
+2.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.8% |
| 7D | +12.1% | -2.4% | +14.5% | +17.4% |
| 30D | +12.4% | -5.2% | +17.6% | +23.9% |
| 3M | +8.2% | -4.8% | +13.0% | +18.7% |
| 6M | +20.7% | -1.3% | +22.0% | +23.8% |
| YTD | +31.3% | +8.4% | +22.9% | +13.4% |
| 1Y | +20.5% | +11.0% | +9.5% | -0.6% |
| 3Y | +72.6% | +70.6% | +2.1% | -37.8% |
| All | +72.6% | +70.3% | +2.3% | -37.8% |
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