-34.2%
ALB vs ACWI
+76.1%
-110.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -8.1% | +0.5% | -8.6% | -9.0% |
| 30D | +6.3% | +0.9% | +5.4% | +4.4% |
| 3M | -23.6% | +2.4% | -26.0% | -27.2% |
| 6M | -24.6% | +12.4% | -37.0% | -40.7% |
| YTD | -10.3% | +15.2% | -25.4% | -32.5% |
| 1Y | +61.5% | +22.7% | +38.7% | +6.5% |
| All | -34.2% | +76.1% | -110.3% | -80.9% |
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