+8.6%
ALB vs Q
+19.7%
-11.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.1% | +5.4% | +5.3% |
| 7D | -2.1% | -3.3% | +1.2% | -1.2% |
| 30D | -9.0% | -9.7% | +0.7% | -6.6% |
| 3M | -21.1% | -16.1% | -5.0% | -17.6% |
| 6M | -49.9% | -15.7% | -34.2% | -48.5% |
| YTD | -32.3% | +45.7% | -78.0% | -40.0% |
| 1Y | +8.6% | +18.0% | -9.4% | +4.7% |
| All | +8.6% | +19.7% | -11.1% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling