-34.2%
ALB vs GEN
+58.9%
-93.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.2% | -2.3% | -3.6% |
| 7D | -8.1% | -1.2% | -6.9% | -7.7% |
| 30D | +6.3% | +10.1% | -3.9% | +2.0% |
| 3M | -23.6% | +16.1% | -39.7% | -28.5% |
| 6M | -24.6% | +38.9% | -63.5% | -36.1% |
| YTD | -10.3% | +14.4% | -24.7% | -15.3% |
| 1Y | +61.5% | +5.9% | +55.6% | +59.9% |
| All | -34.2% | +58.9% | -93.1% | -53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling