-62.1%
ALB vs ACWI
+54.8%
-116.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +1.0% |
| 7D | +9.1% | -2.4% | +11.4% | +13.0% |
| 30D | -3.4% | -5.2% | +1.8% | +5.3% |
| 3M | -20.6% | -4.8% | -15.8% | -14.0% |
| 6M | -48.2% | -1.3% | -46.9% | -47.4% |
| YTD | -29.2% | +8.4% | -37.6% | -39.0% |
| 1Y | +10.0% | +11.0% | -1.0% | -9.2% |
| 3Y | -12.9% | +70.6% | -83.5% | -63.7% |
| All | -62.1% | +54.8% | -116.9% | -79.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling