+8.6%
ALB vs WTW
+8.6%
0.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.0% | +2.3% | +5.5% |
| 7D | -2.1% | +4.9% | -6.9% | -1.7% |
| 30D | -9.0% | +17.1% | -26.1% | -8.0% |
| 3M | -21.1% | -0.3% | -20.8% | -21.2% |
| 6M | -49.9% | +30.7% | -80.6% | -48.0% |
| YTD | -32.3% | +3.7% | -36.0% | -29.2% |
| 1Y | +8.6% | +5.9% | +2.7% | +15.7% |
| All | +8.6% | +8.6% | 0.0% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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