-7.3%
ALB vs Q
+30.6%
-37.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.1% | -3.9% |
| 7D | +5.3% | +4.0% | +1.3% | +3.9% |
| 30D | -6.3% | -2.3% | -3.9% | -6.0% |
| 3M | -27.4% | -7.9% | -19.5% | -26.3% |
| 6M | -53.1% | -16.0% | -37.1% | -51.7% |
| YTD | -32.3% | +51.7% | -84.0% | -40.4% |
| 1Y | -7.3% | +28.3% | -35.6% | -16.7% |
| All | -7.3% | +30.6% | -37.9% | -16.7% |
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