+35.7%
ALB vs Q
+75.3%
-39.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +2.0% |
| 7D | -4.4% | +6.7% | -11.1% | -6.0% |
| 30D | -1.2% | -10.6% | +9.4% | +1.5% |
| 3M | -13.3% | -14.6% | +1.3% | -10.7% |
| 6M | -19.8% | +12.1% | -31.8% | -24.3% |
| YTD | -7.9% | +51.3% | -59.2% | -16.1% |
| All | +35.7% | +75.3% | -39.6% | +20.3% |
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