+380.3%
NDAQ vs ALB
+80.1%
+300.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +2.0% | -0.4% |
| 7D | -1.6% | -8.6% | +7.0% | -0.1% |
| 30D | -1.5% | -4.0% | +2.6% | -0.9% |
| 3M | +8.0% | -17.4% | +25.4% | +11.1% |
| 6M | +7.7% | -25.4% | +33.1% | +11.7% |
| YTD | -2.3% | -10.5% | +8.2% | -3.0% |
| 1Y | +0.6% | +75.8% | -75.3% | -13.3% |
| 3Y | +90.9% | -28.5% | +119.4% | +86.1% |
| 5Y | +52.5% | -45.1% | +97.6% | +51.7% |
| 10Y | +380.3% | +87.3% | +292.9% | +205.5% |
| All | +380.3% | +80.1% | +300.2% | +205.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ALB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling