+504.6%
NOW vs ALB
+38.2%
+466.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -3.1% | +9.5% | -12.5% | -5.1% |
| 30D | -27.0% | -2.1% | -24.9% | -26.6% |
| 3M | -17.7% | -24.1% | +6.4% | -12.8% |
| 6M | +12.7% | -51.0% | +63.7% | +30.8% |
| YTD | -32.9% | -29.3% | -3.6% | -30.4% |
| 1Y | -40.4% | +3.2% | -43.6% | -44.2% |
| 3Y | -17.1% | -9.3% | -7.8% | -27.7% |
| 5Y | -25.7% | -61.6% | +36.0% | -18.6% |
| 10Y | +504.6% | +40.8% | +463.8% | +285.3% |
| All | +504.6% | +38.2% | +466.4% | +285.3% |
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