-7.3%
ALB vs ACWI
+12.3%
-19.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.8% | -3.7% |
| 7D | +5.3% | -0.2% | +5.4% | +4.9% |
| 30D | -6.3% | -3.3% | -3.0% | -2.5% |
| 3M | -27.4% | -3.4% | -24.0% | -24.4% |
| 6M | -53.1% | +0.8% | -53.9% | -53.7% |
| YTD | -32.3% | +10.7% | -43.0% | -39.1% |
| 1Y | -7.3% | +11.6% | -18.9% | -17.2% |
| All | -7.3% | +12.3% | -19.6% | -17.2% |
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 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