-49.1%
ALB vs NXT
+181.9%
-231.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.3% |
| 7D | -4.4% | +2.9% | -7.3% | -5.1% |
| 30D | -1.2% | -17.2% | +16.1% | +3.5% |
| 3M | -13.3% | -32.0% | +18.7% | -5.0% |
| 6M | -19.8% | -15.8% | -4.0% | -18.6% |
| YTD | -7.9% | -1.9% | -6.0% | -10.8% |
| 1Y | +60.2% | +22.5% | +37.7% | +44.7% |
| 3Y | -26.4% | +100.5% | -127.0% | -46.4% |
| All | -49.1% | +181.9% | -231.0% | -66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 5y: compounded portfolio wealth divided by compounded NXT 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…
5y analysis · Full analysis span regression · 6 months rolling