+40.8%
ALB vs GEN
+166.9%
-126.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +9.5% | -0.3% | +9.8% | +9.5% |
| 30D | -2.1% | +28.2% | -30.3% | -10.0% |
| 3M | -24.1% | +2.6% | -26.8% | -25.7% |
| 6M | -51.0% | +32.7% | -83.7% | -56.4% |
| YTD | -29.3% | +11.3% | -40.6% | -33.8% |
| 1Y | +3.2% | +17.9% | -14.8% | -5.3% |
| 3Y | -9.3% | +66.3% | -75.7% | -25.0% |
| 5Y | -61.6% | +31.7% | -93.3% | -66.8% |
| 10Y | +40.8% | +150.0% | -109.2% | -9.6% |
| All | +40.8% | +166.9% | -126.1% | -9.6% |
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