+499.2%
NOW vs ALB
+33.3%
+465.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.6% |
| 7D | -3.0% | +9.1% | -12.1% | -5.0% |
| 30D | -26.0% | -3.4% | -22.6% | -25.4% |
| 3M | -13.1% | -20.6% | +7.5% | -8.9% |
| 6M | +14.5% | -48.2% | +62.7% | +31.1% |
| YTD | -33.4% | -29.2% | -4.2% | -31.0% |
| 1Y | -40.6% | +10.0% | -50.6% | -45.4% |
| 3Y | -16.3% | -12.9% | -3.4% | -26.1% |
| 5Y | -26.3% | -61.3% | +35.0% | -19.5% |
| All | +499.2% | +33.3% | +465.8% | +300.6% |
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