+27.7%
ALB vs FND
+54.9%
-27.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.5% | -2.5% |
| 7D | -7.6% | -5.1% | -2.5% | -6.0% |
| 30D | -5.6% | -22.5% | +16.9% | +2.9% |
| 3M | -16.8% | -5.0% | -11.8% | -16.9% |
| 6M | -26.3% | -21.5% | -4.8% | -22.1% |
| YTD | -13.2% | -23.0% | +9.8% | -8.2% |
| 1Y | +68.8% | -44.9% | +113.7% | +100.9% |
| 3Y | -30.7% | -50.0% | +19.3% | -15.8% |
| 5Y | -46.3% | -63.3% | +17.1% | -31.1% |
| All | +27.7% | +54.9% | -27.3% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FND 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling