+366.5%
ALB vs ACWI
+356.8%
+9.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -8.1% | +0.5% | -8.6% | -8.8% |
| 30D | +6.3% | +0.9% | +5.4% | +4.9% |
| 3M | -23.6% | +2.4% | -26.0% | -26.0% |
| 6M | -24.6% | +12.4% | -37.0% | -35.8% |
| YTD | -10.3% | +15.2% | -25.4% | -25.7% |
| 1Y | +61.5% | +22.7% | +38.7% | +23.3% |
| 3Y | -34.0% | +75.8% | -109.8% | -67.0% |
| 5Y | -44.6% | +67.7% | -112.3% | -69.5% |
| 10Y | +76.1% | +229.0% | -152.9% | -56.5% |
| All | +366.5% | +356.8% | +9.7% | -19.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling