+2,176.8%
ALB vs GEN
+4,891.2%
-2,714.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.7% |
| 7D | +1.1% | -0.8% | +1.9% | +1.2% |
| 30D | -2.6% | +31.2% | -33.8% | -7.8% |
| 3M | -25.6% | +6.1% | -31.6% | -27.0% |
| 6M | -54.0% | +38.1% | -92.2% | -57.3% |
| YTD | -31.6% | +14.4% | -46.0% | -34.6% |
| 1Y | -6.6% | +15.1% | -21.7% | -10.8% |
| 3Y | -14.0% | +68.5% | -82.5% | -23.2% |
| 5Y | -62.5% | +35.8% | -98.4% | -65.6% |
| 10Y | +36.3% | +155.4% | -119.1% | +8.8% |
| All | +2,176.8% | +4,891.2% | -2,714.4% | +1,227.8% |
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