+264.6%
ALB vs ACWI
+330.1%
-65.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.8% | +7.4% | +8.7% |
| 7D | +5.5% | -4.0% | +9.5% | +11.1% |
| 30D | -7.5% | -5.8% | -1.7% | 0.0% |
| 3M | -16.9% | -5.0% | -11.9% | -11.2% |
| 6M | -49.2% | +0.7% | -49.9% | -49.8% |
| YTD | -29.9% | +8.4% | -38.3% | -37.1% |
| 1Y | +8.2% | +10.1% | -1.9% | -4.9% |
| 3Y | -19.4% | +70.8% | -90.2% | -58.3% |
| 5Y | -61.6% | +55.4% | -117.0% | -76.7% |
| 10Y | +34.6% | +223.3% | -188.7% | -65.9% |
| All | +264.6% | +330.1% | -65.5% | -31.9% |
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 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