+1,980.5%
NOW vs ALB
+103.3%
+1,877.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +3.6% | -9.5% | -6.8% |
| 7D | -6.7% | +5.5% | -12.1% | -8.0% |
| 30D | -25.8% | -7.5% | -18.3% | -24.3% |
| 3M | -12.7% | -16.9% | +4.3% | -9.1% |
| 6M | +11.2% | -49.2% | +60.5% | +29.5% |
| YTD | -33.2% | -29.9% | -3.3% | -30.3% |
| 1Y | -41.8% | +8.2% | -50.0% | -46.5% |
| 3Y | -15.7% | -19.4% | +3.8% | -24.3% |
| 5Y | -26.0% | -61.6% | +35.6% | -18.8% |
| 10Y | +515.1% | +34.6% | +480.5% | +288.7% |
| All | +1,980.5% | +103.3% | +1,877.2% | +1,004.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling