+65.2%
ALAB vs BTI
+5.0%
+60.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.1% | +10.9% | +9.4% |
| 7D | +7.2% | -1.4% | +8.6% | +6.8% |
| 30D | -2.5% | -6.6% | +4.1% | -4.7% |
| 3M | -13.3% | -3.0% | -10.3% | -15.4% |
| 6M | +172.8% | -6.7% | +179.5% | +165.0% |
| YTD | +86.6% | +0.6% | +86.0% | +75.3% |
| 1Y | +65.2% | +5.6% | +59.6% | +68.1% |
| All | +65.2% | +5.0% | +60.2% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling