+2,251.6%
ALB vs GEN
+4,754.4%
-2,502.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.0% |
| 3M | -24.1% | +2.6% | -26.8% | -25.1% |
| 6M | -51.0% | +32.7% | -83.7% | -54.2% |
| YTD | -29.3% | +11.3% | -40.6% | -32.1% |
| 1Y | +3.2% | +17.9% | -14.8% | -1.9% |
| 3Y | -9.3% | +66.3% | -75.7% | -18.8% |
| 5Y | -61.6% | +31.7% | -93.3% | -64.5% |
| 10Y | +40.8% | +150.0% | -109.2% | +12.8% |
| All | +2,251.6% | +4,754.4% | -2,502.8% | +1,278.6% |
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 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