+384.5%
ALAB vs DOW
-39.8%
+424.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.1% |
| 7D | +9.6% | -6.0% | +15.6% | +10.6% |
| 30D | -5.3% | -2.7% | -2.5% | -5.0% |
| 3M | -12.0% | -10.5% | -1.6% | -10.4% |
| 6M | +145.7% | -12.4% | +158.2% | +148.3% |
| YTD | +80.7% | +30.0% | +50.6% | +61.2% |
| 1Y | +40.1% | +27.8% | +12.3% | +25.3% |
| All | +384.5% | -39.8% | +424.3% | +449.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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