+18.0%
XYZ vs ACWI
+1.0%
+16.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.8% | -0.3% | +1.6% |
| 7D | +9.2% | -4.0% | +13.2% | +15.9% |
| 30D | +9.8% | -5.8% | +15.6% | +19.7% |
| 3M | -0.2% | -5.0% | +4.8% | +7.9% |
| 6M | +18.0% | +0.7% | +17.2% | +18.2% |
| All | +18.0% | +1.0% | +16.9% | +18.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling