+808.8%
NOW vs ALB
+75.7%
+733.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.4% | +1.5% | -2.0% |
| 7D | -2.4% | -8.1% | +5.7% | -0.6% |
| 30D | +20.5% | +6.3% | +14.2% | +18.6% |
| 3M | +18.3% | -23.6% | +41.9% | +24.8% |
| 6M | +24.1% | -24.6% | +48.7% | +29.3% |
| YTD | -7.8% | -10.3% | +2.5% | -9.2% |
| 1Y | -21.4% | +61.5% | -82.9% | -34.8% |
| 3Y | +19.5% | -34.0% | +53.5% | +17.6% |
| 5Y | +4.1% | -44.6% | +48.7% | +4.2% |
| All | +808.8% | +75.7% | +733.0% | +435.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling