+83.0%
ALB vs GEN
+150.2%
-67.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.7% | +5.3% | +3.5% |
| 7D | -4.4% | -0.7% | -3.7% | -4.2% |
| 30D | -1.2% | +2.6% | -3.8% | -2.2% |
| 3M | -13.3% | +15.8% | -29.1% | -17.9% |
| 6M | -19.8% | +33.1% | -52.9% | -28.4% |
| YTD | -7.9% | +11.3% | -19.2% | -12.8% |
| 1Y | +60.2% | +1.7% | +58.5% | +56.6% |
| 3Y | -26.4% | +58.1% | -84.6% | -37.7% |
| 5Y | -42.5% | +20.6% | -63.2% | -48.5% |
| 10Y | +83.0% | +149.0% | -66.0% | +19.7% |
| All | +83.0% | +150.2% | -67.2% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling