+2,885.9%
ALB vs GEN
+4,892.9%
-2,007.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.2% | -2.3% | -4.0% |
| 7D | -8.1% | -1.2% | -6.9% | -7.9% |
| 30D | +6.3% | +10.1% | -3.9% | +4.3% |
| 3M | -23.6% | +16.1% | -39.7% | -25.9% |
| 6M | -24.6% | +38.9% | -63.5% | -29.9% |
| YTD | -10.3% | +14.4% | -24.7% | -13.5% |
| 1Y | +61.5% | +5.9% | +55.6% | +58.0% |
| 3Y | -34.0% | +58.8% | -92.8% | -40.0% |
| 5Y | -44.6% | +24.7% | -69.3% | -47.9% |
| 10Y | +76.1% | +163.1% | -87.0% | +40.9% |
| All | +2,885.9% | +4,892.9% | -2,007.0% | +1,654.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling